Leo H. Evart Inc’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
Q3 | $8.07M | Sell |
444,104
-11,220
| -2% | -$204K | 12.39% | 2 |
|
|
2023
Q2 | $8.53M | Sell |
455,324
-4,712
| -1% | -$88.3K | 11.84% | 2 |
|
|
2023
Q1 | $7.5M | Sell |
460,036
-26,248
| -5% | -$428K | 10.94% | 2 |
|
|
2022
Q4 | $6.75M | Sell |
486,284
-28,312
| -6% | -$393K | 10.21% | 2 |
|
|
2022
Q3 | $7.18M | Sell |
514,596
-131,900
| -20% | -$1.84M | 10.94% | 2 |
|
|
2022
Q2 | $9.37M | Sell |
646,496
-12,380
| -2% | -$179K | 11.39% | 3 |
|
|
2022
Q1 | $12.3M | Buy |
658,876
+66,108
| +11% | +$1.24M | 12.74% | 1 |
|
|
2021
Q4 | $12.1M | Buy |
+592,768
| New | +$12.1M | 11.82% | 1 |
|