Goodwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,856
| Closed | -$26.9K | – | 237 |
|
|
2022
Q2 | $26.9K | Hold |
1,856
| – | – | 0.02% | 90 |
|
|
2022
Q1 | $35K | Hold |
1,856
| – | – | 0.02% | 100 |
|
|
2021
Q4 | $38K | Hold |
1,856
| – | – | 0.03% | 91 |
|
|
2021
Q3 | $34K | Buy |
1,856
+656
| +55% | +$12K | 0.03% | 88 |
|
|
2021
Q2 | $22K | Buy |
+1,200
| New | +$22K | 0.02% | 96 |
|