Investors Capital Advisory Services’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
Q2 | $302K | Buy |
46,112
+80
| +0.2% | +$524 | 0.06% | 435 |
|
|
2016
Q1 | $301K | Buy |
46,032
+7,112
| +18% | +$46.5K | 0.06% | 413 |
|
|
2015
Q4 | $257K | Buy |
38,920
+80
| +0.2% | +$528 | 0.05% | 494 |
|
|
2015
Q3 | $242K | Buy |
38,840
+5,360
| +16% | +$33.4K | 0.05% | 519 |
|
|
2015
Q2 | $224K | Buy |
33,480
+112
| +0.3% | +$749 | 0.04% | 583 |
|
|
2015
Q1 | $224K | Buy |
+33,368
| New | +$224K | 0.04% | 569 |
|