LFG
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Leverty Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Leverty Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-640
Closed -$13K – 103
2021
Q4 		$13K Buy
+640
New +$12.8K 0.01% 90

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FEG
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FPCG
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Leverty Financial Group's SCHG Position: Q1 2022 in Review

Leverty Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 640 shares — an estimated $13K sold.

Leverty Financial Group first reported a position in SCHG in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Leverty Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 640 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $13K.
  • Leverty Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's Schwab US Large-Cap Growth ETF position peaked at $13K in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.