Kalos Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $4.46M | Buy |
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|
2019
Q3 | $2.89M | Buy |
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|
2019
Q2 | $2.65M | Sell |
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|
2019
Q1 | $3.1M | Sell |
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|
2018
Q4 | $3.48M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.25M | Buy |
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|
2018
Q1 | $1.6M | Buy |
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|
2017
Q4 | $379K | Buy |
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