Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-184
| Closed | -$3.82K | – | 377 |
|
|
2023
Q4 | $3.82K | Hold |
184
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $3.35K | Sell |
184
-8
| -4% | -$145 | ﹤0.01% | 349 |
|
|
2023
Q2 | $3.6K | Buy |
+192
| New | +$3.6K | ﹤0.01% | 356 |
|
|
2022
Q3 | – | Sell |
-184
| Closed | -$3K | – | 406 |
|
|
2022
Q2 | $3K | Hold |
184
| – | – | ﹤0.01% | 394 |
|
|
2022
Q1 | $3K | Hold |
184
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $4K | Hold |
184
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $3K | Hold |
184
| – | – | ﹤0.01% | 395 |
|
|
2021
Q2 | $3K | Hold |
184
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $3K | Hold |
184
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $3K | Hold |
184
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $3K | Hold |
184
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $2K | Hold |
184
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $2K | Hold |
184
| – | – | ﹤0.01% | 518 |
|
|
2019
Q4 | $2K | Hold |
184
| – | – | ﹤0.01% | 527 |
|
|
2019
Q3 | $2K | Hold |
184
| – | – | ﹤0.01% | 537 |
|
|
2019
Q2 | $2K | Hold |
184
| – | – | ﹤0.01% | 588 |
|
|
2019
Q1 | $2K | Hold |
184
| – | – | ﹤0.01% | 572 |
|
|
2018
Q4 | $2K | Buy |
+184
| New | +$2K | ﹤0.01% | 602 |
|