Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $3.56M | Sell |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $669K | Sell |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.21M | Sell |
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|
2020
Q4 | $8.74M | Sell |
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|
2020
Q3 | $7.89M | Sell |
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|
2020
Q2 | $7.59M | Sell |
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|
2020
Q1 | $8.08M | Buy |
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|
2019
Q4 | $9.36M | Buy |
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|
2019
Q3 | $7.6M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1.13M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $438K | Buy |
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|
2018
Q1 | $319K | Sell |
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|
2017
Q4 | $320K | Hold |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $286K | Buy |
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