Kolinsky Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $812K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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