Hoover Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.05M | Sell |
57,600
-1,000
| -2% | -$18.2K | 0.19% | 52 |
|
|
2021
Q1 | $983K | Sell |
58,600
-4,480
| -7% | -$75.2K | 0.18% | 50 |
|
|
2020
Q4 | $1M | Sell |
63,080
-1,176
| -2% | -$18.7K | 0.25% | 36 |
|
|
2020
Q3 | $925K | Buy |
64,256
+848
| +1% | +$12.2K | 0.3% | 32 |
|
|
2020
Q2 | $805K | Buy |
63,408
+23,016
| +57% | +$292K | 0.31% | 35 |
|
|
2020
Q1 | $402K | Buy |
40,392
+9,936
| +33% | +$98.9K | 0.22% | 44 |
|
|
2019
Q4 | $354K | Buy |
30,456
+4,920
| +19% | +$57.2K | 0.17% | 64 |
|
|
2019
Q3 | $268K | Sell |
25,536
-2,480
| -9% | -$26K | 0.24% | 47 |
|
|
2019
Q2 | $291K | Buy |
28,016
+104
| +0.4% | +$1.08K | 0.27% | 44 |
|
|
2019
Q1 | $277K | Buy |
27,912
+808
| +3% | +$8.02K | 0.26% | 47 |
|
|
2018
Q4 | $234K | Buy |
+27,104
| New | +$234K | 0.26% | 53 |
|