Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,920
| Closed | -$39.8K | – | 224 |
|
|
2023
Q4 | $39.8K | Hold |
1,920
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $34.9K | Hold |
1,920
| – | – | 0.02% | 127 |
|
|
2023
Q2 | $36K | Buy |
+1,920
| New | +$36K | 0.02% | 125 |
|
|
2023
Q1 | – | Sell |
-72
| Closed | -$1K | – | 286 |
|
|
2022
Q4 | $1K | Hold |
72
| – | – | ﹤0.01% | 263 |
|
|
2022
Q3 | $1K | Sell |
72
-24
| -25% | -$333 | ﹤0.01% | 237 |
|
|
2022
Q2 | $1K | Buy |
96
+24
| +33% | +$250 | ﹤0.01% | 283 |
|
|
2022
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 222 |
|
|
2021
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 240 |
|