GDS Wealth Management’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
2023
Q2
Sell
-22,228
Closed -$362K 124
2023
Q1
$362K Hold
22,228
0.06% 88
2022
Q4
$309K Hold
22,228
0.06% 96
2022
Q3
$310K Hold
22,228
0.07% 89
2022
Q2
$322K Buy
+22,228
New +$322K 0.07% 89