Laurel Wealth Planning’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
2023
Q1
Sell
-3,968
Closed -$55.1K 170
2022
Q4
$55.1K Hold
3,968
0.04% 105
2022
Q3
$55K Hold
3,968
0.04% 99
2022
Q2
$58K Sell
3,968
-500
-11% -$7.31K 0.04% 107
2022
Q1
$84K Buy
+4,468
New +$84K 0.06% 100