Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,320
| Closed | -$164K | – | 1079 |
|
|
2024
Q3 | $164K | Sell |
6,320
-116
| -2% | -$3.01K | 0.05% | 280 |
|
|
2024
Q2 | $162K | Hold |
6,436
| – | – | 0.05% | 271 |
|
|
2024
Q1 | $149K | Buy |
6,436
+4
| +0.1% | +$93 | 0.04% | 287 |
|
|
2023
Q4 | $133K | Buy |
6,432
+1,380
| +27% | +$28.5K | 0.04% | 291 |
|
|
2023
Q3 | $91.9K | Buy |
+5,052
| New | +$91.9K | 0.03% | 329 |
|
|
2023
Q1 | $54K | Buy |
+3,324
| New | +$54K | 0.02% | 428 |
|
|
2022
Q4 | – | Sell |
-2,176
| Closed | -$30K | – | 968 |
|
|
2022
Q3 | $30K | Buy |
+2,176
| New | +$30K | 0.01% | 496 |
|