LWA
Lenox Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $243K | Buy |
3,340
+1,670
| +100% | +$122K | 0.03% | 97 |
|
|
2021
Q4 | $273K | Hold |
1,670
| – | – | 0.03% | 87 |
|
|
2021
Q3 | $247K | Hold |
1,670
| – | – | 0.03% | 89 |
|
|
2021
Q2 | $244K | Hold |
1,670
| – | – | 0.03% | 93 |
|
|
2021
Q1 | $217K | Hold |
1,670
| – | – | 0.03% | 82 |
|
|
2020
Q4 | $214K | Hold |
1,670
| – | – | 0.03% | 82 |
|
|
2020
Q3 | $192K | Hold |
1,670
| – | – | 0.03% | 81 |
|
|
2020
Q2 | $170K | Hold |
1,670
| – | – | 0.03% | 78 |
|
|
2020
Q1 | $133K | Hold |
1,670
| – | – | 0.02% | 83 |
|
|
2019
Q4 | $155K | Hold |
1,670
| – | – | 0.02% | 97 |
|
|
2019
Q3 | $140K | Hold |
1,670
| – | – | 0.02% | 95 |
|
|
2019
Q2 | $139K | Buy |
+1,670
| New | +$139K | 0.02% | 93 |
|