Frontier Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Frontier Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$731K	Sell	50,436 -2,788	-5%	-$40.4K	0.05%	203
2022 Q1	$938K	Sell	53,224 -4,216	-7%	-$74.3K	0.01%	186
2021 Q4	$1.18M	Sell	57,440 -3,352	-6%	-$68.6K	0.08%	164
2021 Q3	$1.13M	Buy	60,792 +4,096	+7%	+$75.8K	0.08%	164
2021 Q2	$1.03M	Buy	56,696 +1,656	+3%	+$30.2K	0.07%	175
2021 Q1	$893K	Sell	55,040 -2,208	-4%	-$35.8K	0.07%	179
2020 Q4	$919K	Buy	57,248 +64	+0.1%	+$1.03K	0.08%	170
2020 Q3	$823K	Sell	57,184 -3,408	-6%	-$49K	0.08%	167
2020 Q2	$769K	Sell	60,592 -20,624	-25%	-$262K	0.07%	171
2020 Q1	$809K	Sell	81,216 -55,672	-41%	-$555K	0.13%	135
2019 Q4	$1.59M	Sell	136,888 -9,360	-6%	-$109K	0.25%	92
2019 Q3	$1.54M	Sell	146,248 -5,376	-4%	-$56.5K	0.23%	94
2019 Q2	$1.58M	Sell	151,624 -3,816	-2%	-$39.7K	0.23%	91
2019 Q1	$1.54M	Sell	155,440 -4,144	-3%	-$41.1K	0.21%	107
2018 Q4	$1.38M	Sell	159,584 -21,096	-12%	-$182K	0.21%	111
2018 Q3	$1.85M	Sell	180,680 -11,152	-6%	-$114K	0.18%	94
2018 Q2	$1.82M	Sell	191,832 -9,336	-5%	-$88.4K	0.26%	87
2018 Q1	$1.8M	Sell	201,168 -3,800	-2%	-$34.1K	0.25%	98
2017 Q4	$1.81M	Sell	204,968 -19,160	-9%	-$169K	0.29%	83
2017 Q3	$1.85M	Sell	224,128 -12,448	-5%	-$103K	0.27%	97
2017 Q2	$1.87M	Sell	236,576 -48,392	-17%	-$382K	0.29%	89
2017 Q1	$2.15M	Sell	284,968 -43,608	-13%	-$330K	0.33%	80
2016 Q4	$2.29M	Sell	328,576 -49,480	-13%	-$345K	0.37%	76
2016 Q3	$2.62M	Sell	378,056 -83,968	-18%	-$582K	0.4%	67
2016 Q2	$3.03M	Sell	462,024 -51,072	-10%	-$335K	0.48%	48
2016 Q1	$3.36M	Sell	513,096 -25,888	-5%	-$170K	0.28%	46
2015 Q4	$3.56M	Sell	538,984 -20,632	-4%	-$136K	0.57%	42
2015 Q3	$3.5M	Sell	559,616 -23,304	-4%	-$146K	0.55%	44
2015 Q2	$3.91M	Sell	582,920 -48,216	-8%	-$323K	0.6%	38
2015 Q1	$4.25M	Sell	631,136 -123,448	-16%	-$831K	0.68%	32
2014 Q4	$4.89M	Buy	+754,584	New	+$4.89M	0.92%	22