IAG Wealth Partners’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
-388
Closed -$10.1K 536
2024
Q3
$10.1K Buy
+388
New +$10.1K ﹤0.01% 343
2023
Q3
Sell
-1,068
Closed -$20K 470
2023
Q2
$20K Buy
+1,068
New +$20K 0.01% 241