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Legacy Capital Group California’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Legacy Capital Group California’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,756
Closed -$286K – 305
2023
Q3 		$286K Buy
+15,756
New +$297K 0.12% 214

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RJFSA
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Legacy Capital Group California's SCHG Position: Q4 2023 in Review

Legacy Capital Group California sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 15,756 shares — an estimated $286K sold.

Legacy Capital Group California first reported a position in SCHG in Q3 2023 and held it in 1 quarter. The position peaked at $286K in Q3 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Legacy Capital Group California reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 15,756 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $286K.
  • Legacy Capital Group California first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Schwab US Large-Cap Growth ETF position peaked at $286K in Q3 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.