Kades & Cheifetz’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
Q4 | $2.42M | Sell |
86,798
-154
| -0.2% | -$4.29K | 1.24% | 24 |
|
|
2024
Q3 | $2.26M | Sell |
86,952
-220
| -0.3% | -$5.73K | 1.3% | 20 |
|
|
2024
Q2 | $2.2M | Sell |
87,172
-300
| -0.3% | -$7.56K | 1.38% | 21 |
|
|
2024
Q1 | $2.03M | Buy |
87,472
+13,008
| +17% | +$302K | 1.3% | 21 |
|
|
2023
Q4 | $1.54M | Sell |
74,464
-1,636
| -2% | -$33.9K | 1.09% | 28 |
|
|
2023
Q3 | $1.38M | Sell |
76,100
-14,920
| -16% | -$271K | 1.1% | 27 |
|
|
2023
Q2 | $1.71M | Sell |
91,020
-8,736
| -9% | -$164K | 1.31% | 22 |
|
|
2023
Q1 | $1.63M | Sell |
99,756
-696
| -0.7% | -$11.3K | 1.28% | 22 |
|
|
2022
Q4 | $1.4M | Buy |
+100,452
| New | +$1.4M | 1.17% | 22 |
|