Founders Financial Alliance’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,972
| Closed | -$116K | – | 533 |
|
|
2022
Q2 | $116K | Buy |
+7,972
| New | +$116K | 0.06% | 247 |
|
|
2022
Q1 | – | Sell |
-272
| Closed | -$6K | – | 470 |
|
|
2021
Q4 | $6K | Hold |
272
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $5K | Hold |
272
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $5K | Buy |
+272
| New | +$5K | ﹤0.01% | 445 |
|