KKAMG
Kernodle & Katon Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $62K | Hold |
1,030
| – | – | 0.04% | 156 |
|
|
2016
Q4 | $58K | Sell |
1,030
-2,555
| -71% | -$144K | 0.03% | 158 |
|
|
2016
Q3 | $199K | Hold |
3,585
| – | – | 0.12% | 88 |
|
|
2016
Q2 | $188K | Buy |
3,585
+861
| +32% | +$45.2K | 0.17% | 51 |
|
|
2016
Q1 | $143K | Hold |
2,724
| – | – | 0.14% | 61 |
|
|
2015
Q4 | $144K | Buy |
+2,724
| New | +$144K | 0.14% | 38 |
|