Iams Wealth Management’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
Q1 | – | Sell |
-23,996
| Closed | -$498K | – | 127 |
|
|
2023
Q4 | $498K | Sell |
23,996
-21,192
| -47% | -$440K | 0.32% | 80 |
|
|
2023
Q3 | $822K | Buy |
+45,188
| New | +$822K | 0.57% | 59 |
|
|
2023
Q2 | – | Sell |
-14,976
| Closed | -$240K | – | 112 |
|
|
2023
Q1 | $240K | Hold |
14,976
| – | – | 0.2% | 97 |
|
|
2022
Q4 | $208K | Buy |
+14,976
| New | +$208K | 0.21% | 94 |
|