FinTrust Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $292K | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $576K | Sell |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $442 | Sell |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $429K | Buy |
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|
2019
Q4 | $499K | Sell |
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|
2019
Q3 | $458K | Sell |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $483K | Buy |
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