Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | – | – | 534 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 544 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 472 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 673 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 826 |
|
|
2018
Q1 | – | Sell |
-528
| Closed | -$5K | – | 774 |
|
|
2017
Q4 | $5K | Hold |
528
| – | – | ﹤0.01% | 426 |
|
|
2017
Q3 | $4K | Hold |
528
| – | – | ﹤0.01% | 425 |
|
|
2017
Q2 | $4K | Hold |
528
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $4K | Hold |
528
| – | – | ﹤0.01% | 360 |
|
|
2016
Q4 | $4K | Buy |
+528
| New | +$4K | ﹤0.01% | 380 |
|