Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-816
| Closed | -$6K | – | 857 |
|
|
2016
Q3 | $6K | Buy |
+816
| New | +$6K | ﹤0.01% | 876 |
|
|
2016
Q1 | – | Sell |
-1,760
| Closed | -$12K | – | 1304 |
|
|
2015
Q4 | $12K | Sell |
1,760
-856
| -33% | -$5.84K | 0.01% | 731 |
|
|
2015
Q3 | $16K | Sell |
2,616
-968
| -27% | -$5.92K | 0.01% | 642 |
|
|
2015
Q2 | $24K | Buy |
+3,584
| New | +$24K | 0.01% | 556 |
|