Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $452K | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.75M | Sell |
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|
2019
Q2 | $1.89M | Buy |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $2.08M | Sell |
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|
2018
Q3 | $4.73M | Buy |
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|
2018
Q2 | $4.09M | Buy |
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|
2018
Q1 | $1.93M | Sell |
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|
2017
Q4 | $2.71M | Sell |
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|
2017
Q3 | $3.85M | Sell |
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|
2017
Q2 | $9.92M | Sell |
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|
2017
Q1 | $10.2M | Sell |
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|
2016
Q4 | $12.1M | Buy |
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