FIG
FundX Investment Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $488K | Hold |
2,981
| – | – | 0.12% | 39 |
|
|
2021
Q3 | $441K | Buy |
2,981
+130
| +5% | +$19.2K | 0.21% | 31 |
|
|
2021
Q2 | $2.49K | Sell |
2,851
-1,527
| -35% | -$1.34K | 0.26% | 18 |
|
|
2021
Q1 | $568K | Sell |
4,378
-692
| -14% | -$89.8K | 0.32% | 28 |
|
|
2020
Q4 | $651K | Hold |
5,070
| – | – | 0.27% | 28 |
|
|
2020
Q3 | $584K | Buy |
5,070
+1,431
| +39% | +$165K | 0.22% | 28 |
|
|
2020
Q2 | $370K | Buy |
+3,639
| New | +$370K | 0.16% | 30 |
|
|
2020
Q1 | – | Sell |
-2,160
| Closed | -$201K | – | 66 |
|
|
2019
Q4 | $201K | Buy |
+2,160
| New | +$201K | 0.05% | 60 |
|