Lighthouse 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
2021
Q1
$5.83M Buy
359,368
+35,168
+11% +$570K 1.77% 8
2020
Q4
$5.2M Buy
+324,200
New +$5.2M 1.76% 8
2020
Q1
Sell
-280
Closed -$3K 233
2019
Q4
$3K Buy
+280
New +$3K ﹤0.01% 232