Leo Brokerage’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
Q2 | $3.36M | Sell |
179,448
-2,968
| -2% | -$55.6K | 0.38% | 38 |
|
2023
Q1 | $2.97M | Buy |
+182,416
| New | +$2.97M | 0.44% | 41 |
|
2022
Q2 | $3.26M | Sell |
224,884
-135,148
| -38% | -$1.96M | 0.88% | 29 |
|
2022
Q1 | $6.73M | Buy |
+360,032
| New | +$6.73M | 1.07% | 19 |
|
2021
Q3 | $15.7M | Buy |
847,296
+56,368
| +7% | +$1.04M | 2.9% | 8 |
|
2021
Q2 | $14.4M | Buy |
790,928
+42,800
| +6% | +$781K | 2.9% | 7 |
|
2021
Q1 | $12.1M | Buy |
748,128
+95,192
| +15% | +$1.54M | 3.44% | 5 |
|
2020
Q4 | $10.5M | Sell |
652,936
-86,928
| -12% | -$1.4M | 3.38% | 6 |
|
2020
Q3 | $9.39M | Buy |
+739,864
| New | +$9.39M | 3.88% | 4 |
|