Freedman Financial Associates’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
Q2 | – | Sell |
-1,600
| Closed | -$31K | – | 362 |
|
|
2022
Q1 | $31K | Hold |
1,600
| – | – | 0.02% | 256 |
|
|
2021
Q4 | $33K | Hold |
1,600
| – | – | 0.02% | 251 |
|
|
2021
Q3 | $30K | Hold |
1,600
| – | – | 0.02% | 255 |
|
|
2021
Q2 | $29K | Hold |
1,600
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $26K | Hold |
1,600
| – | – | 0.02% | 267 |
|
|
2020
Q4 | $26K | Buy |
+1,600
| New | +$26K | 0.02% | 263 |
|