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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$731K	Sell	50,436 -2,788	-5%	-$44.6K	0.05%	203
2022 Q1	$938K	Sell	53,224 -4,216	-7%	-$76.9K	0.01%	186
2021 Q4	$1.18M	Sell	57,440 -3,352	-6%	-$67K	0.08%	164
2021 Q3	$1.13M	Buy	60,792 +4,096	+7%	+$78K	0.08%	164
2021 Q2	$1.03M	Buy	56,696 +1,656	+3%	+$28.7K	0.07%	175
2021 Q1	$893K	Sell	55,040 -2,208	-4%	-$35.9K	0.07%	179
2020 Q4	$919K	Buy	57,248 +64	+0.1%	+$971	0.08%	170
2020 Q3	$823K	Sell	57,184 -3,408	-6%	-$47.5K	0.08%	167
2020 Q2	$769K	Sell	60,592 -20,624	-25%	-$240K	0.07%	171
2020 Q1	$809K	Sell	81,216 -55,672	-41%	-$635K	0.13%	135
2019 Q4	$1.59M	Sell	136,888 -9,360	-6%	-$103K	0.25%	92
2019 Q3	$1.54M	Sell	146,248 -5,376	-4%	-$56.7K	0.23%	94
2019 Q2	$1.58M	Sell	151,624 -3,816	-2%	-$38.8K	0.23%	91
2019 Q1	$1.54M	Sell	155,440 -4,144	-3%	-$39.2K	0.21%	107
2018 Q4	$1.38M	Sell	159,584 -21,096	-12%	-$196K	0.21%	111
2018 Q3	$1.85M	Sell	180,680 -11,152	-6%	-$111K	0.18%	94
2018 Q2	$1.82M	Sell	191,832 -9,336	-5%	-$86.9K	0.26%	87
2018 Q1	$1.8M	Sell	201,168 -3,800	-2%	-$35K	0.25%	98
2017 Q4	$1.81M	Sell	204,968 -19,160	-9%	-$165K	0.29%	83
2017 Q3	$1.85M	Sell	224,128 -12,448	-5%	-$101K	0.27%	97
2017 Q2	$1.87M	Sell	236,576 -48,392	-17%	-$377K	0.29%	89
2017 Q1	$2.15M	Sell	284,968 -43,608	-13%	-$322K	0.33%	80
2016 Q4	$2.29M	Sell	328,576 -49,480	-13%	-$342K	0.37%	76
2016 Q3	$2.62M	Sell	378,056 -83,968	-18%	-$577K	0.4%	67
2016 Q2	$3.03M	Sell	462,024 -51,072	-10%	-$336K	0.48%	48
2016 Q1	$3.36M	Sell	513,096 -25,888	-5%	-$160K	0.28%	46
2015 Q4	$3.56M	Sell	538,984 -20,632	-4%	-$138K	0.57%	42
2015 Q3	$3.5M	Sell	559,616 -23,304	-4%	-$155K	0.55%	44
2015 Q2	$3.91M	Sell	582,920 -48,216	-8%	-$329K	0.6%	38
2015 Q1	$4.25M	Sell	631,136 -123,448	-16%	-$818K	0.68%	32
2014 Q4	$4.88M	Buy	+754,584	New	+$4.75M	0.92%	22