Halpern Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $899K | Hold |
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|
2023
Q3 | $807K | Hold |
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|
2023
Q2 | $832K | Buy |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $139K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14.5K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $11.5K | Sell |
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|
2020
Q1 | $60.7K | Sell |
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|
2019
Q4 | $98.8K | Buy |
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