GWA
Guidant Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.83M | Buy |
105,127
+6,906
| +7% | +$580K | 3.28% | 7 |
|
|
2019
Q2 | $8.17M | Sell |
98,221
-3,354
| -3% | -$279K | 3.16% | 10 |
|
|
2019
Q1 | $8.07M | Buy |
101,575
+14,180
| +16% | +$1.13M | 3.14% | 7 |
|
|
2018
Q4 | $6.02M | Sell |
87,395
-109,482
| -56% | -$7.55M | 2.81% | 10 |
|
|
2018
Q3 | $13.6M | Sell |
196,877
-6,329
| -3% | -$438K | 5.7% | 5 |
|
|
2018
Q2 | $13.2M | Sell |
203,206
-3,678
| -2% | -$238K | 5.74% | 5 |
|
|
2018
Q1 | $12.7M | Sell |
206,884
-15,369
| -7% | -$944K | 5.75% | 5 |
|
|
2017
Q4 | $14.5M | Buy |
222,253
+105,256
| +90% | +$6.87M | 6.5% | 4 |
|
|
2017
Q3 | $7.82M | Buy |
116,997
+3,504
| +3% | +$234K | 5.55% | 7 |
|
|
2017
Q2 | $7.2M | Buy |
113,493
+4,762
| +4% | +$302K | 3.71% | 7 |
|
|
2017
Q1 | $6.54M | Buy |
108,731
+18,608
| +21% | +$1.12M | 3.43% | 7 |
|
|
2016
Q4 | $5.18M | Buy |
90,123
+65,669
| +269% | +$3.77M | 2.93% | 9 |
|
|
2016
Q3 | $1.35M | Buy |
+24,454
| New | +$1.35M | 0.83% | 35 |
|