Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $9.17M | Buy |
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|
2022
Q4 | $5.67M | Buy |
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|
2022
Q3 | $5.59M | Buy |
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|
2022
Q2 | $6.01M | Sell |
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|
2022
Q1 | $7.91M | Buy |
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|
2021
Q4 | $165K | Hold |
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|
2021
Q3 | $149K | Sell |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $141K | Sell |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $57K | Sell |
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|
2019
Q3 | $10.2M | Buy |
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|
2019
Q2 | $9.91M | Sell |
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|
2019
Q1 | $11.6M | Buy |
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|
2018
Q4 | $453K | Buy |
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|
2018
Q3 | $471K | Sell |
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|
2018
Q2 | $560K | Sell |
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|
2018
Q1 | $530K | Buy |
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|
2017
Q4 | $522K | Buy |
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