LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $5K | Sell |
400
-1,136
| -74% | -$14.2K | ﹤0.01% | 482 |
|
|
2020
Q1 | $15K | Hold |
1,536
| – | – | 0.01% | 356 |
|
|
2019
Q4 | $18K | Buy |
1,536
+8
| +0.5% | +$94 | 0.01% | 362 |
|
|
2019
Q3 | $16K | Buy |
1,528
+8
| +0.5% | +$84 | 0.01% | 366 |
|
|
2019
Q2 | $16K | Buy |
1,520
+72
| +5% | +$758 | 0.01% | 362 |
|
|
2019
Q1 | $14K | Buy |
1,448
+264
| +22% | +$2.55K | 0.01% | 378 |
|
|
2018
Q4 | $10K | Buy |
1,184
+16
| +1% | +$135 | 0.01% | 387 |
|
|
2018
Q3 | $12K | Buy |
+1,168
| New | +$12K | 0.01% | 373 |
|