ICA Group 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
Q2 | $33.2K | Sell |
1,316
-15,436
| -92% | -$389K | 0.02% | 285 |
|
|
2024
Q1 | $388K | Buy |
16,752
+68
| +0.4% | +$1.58K | 0.08% | 196 |
|
|
2023
Q4 | $346K | Buy |
+16,684
| New | +$346K | 0.08% | 189 |
|
|
2023
Q3 | – | Sell |
-3,816
| Closed | -$71.5K | – | 1027 |
|
|
2023
Q2 | $71.5K | Hold |
3,816
| – | – | 0.02% | 412 |
|
|
2023
Q1 | $62.2K | Sell |
3,816
-640
| -14% | -$10.4K | 0.01% | 432 |
|
|
2022
Q4 | $61.9K | Buy |
+4,456
| New | +$61.9K | 0.01% | 470 |
|