Imprint Wealth’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 | $3.6M | Buy |
154,988
+104,024
| +204% | +$2.41M | 0.87% | 22 |
|
|
2023
Q4 | $1.06M | Sell |
50,964
-3,264
| -6% | -$67.9K | 0.85% | 36 |
|
|
2023
Q3 | $986K | Sell |
54,228
-3,976
| -7% | -$72.3K | 0.83% | 39 |
|
|
2023
Q2 | $1.09M | Sell |
58,204
-2,212
| -4% | -$41.4K | 0.69% | 42 |
|
|
2023
Q1 | $984K | Buy |
+60,416
| New | +$984K | 0.65% | 42 |
|