Ingalls & Snyder LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+7,100
| New | +$207K | 0.01% | 411 |
|
|
2022
Q1 | – | Sell |
-10,752
| Closed | -$220K | – | 450 |
|
|
2021
Q4 | $220K | Sell |
10,752
-800
| -7% | -$16.4K | 0.01% | 407 |
|
|
2021
Q3 | $214K | Hold |
11,552
| – | – | 0.01% | 403 |
|
|
2021
Q2 | $211K | Buy |
+11,552
| New | +$211K | 0.01% | 412 |
|
|
2021
Q1 | – | Sell |
-12,752
| Closed | -$205K | – | 430 |
|
|
2020
Q4 | $205K | Buy |
+12,752
| New | +$205K | 0.01% | 389 |
|