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Impact Partnership Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Impact Partnership Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,776
Closed -$105K – 1052
2023
Q3 		$105K Buy
+5,776
New +$109K 0.03% 310

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Impact Partnership Wealth's SCHG Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 5,776 shares — an estimated $105K sold.

Impact Partnership Wealth first reported a position in SCHG in Q3 2023 and held it in 1 quarter. The position peaked at $105K in Q3 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,776 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $105K.
  • Impact Partnership Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Schwab US Large-Cap Growth ETF position peaked at $105K in Q3 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.