LGWM
Litman Gregory Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-86
| Closed | -$11K | – | 170 |
|
|
2021
Q1 | $11K | Hold |
86
| – | – | ﹤0.01% | 148 |
|
|
2020
Q4 | $11K | Sell |
86
-50
| -37% | -$6.4K | ﹤0.01% | 149 |
|
|
2020
Q3 | $16K | Buy |
136
+18
| +15% | +$2.12K | ﹤0.01% | 128 |
|
|
2020
Q2 | $12K | Buy |
118
+27
| +30% | +$2.75K | ﹤0.01% | 127 |
|
|
2020
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 133 |
|
|
2019
Q4 | $8K | Hold |
91
| – | – | ﹤0.01% | 153 |
|
|
2019
Q3 | $8K | Hold |
91
| – | – | ﹤0.01% | 142 |
|
|
2019
Q2 | $8K | Hold |
91
| – | – | ﹤0.01% | 159 |
|
|
2019
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 113 |
|
|
2018
Q4 | $6K | Buy |
91
+12
| +15% | +$791 | ﹤0.01% | 126 |
|
|
2018
Q3 | $6K | Buy |
+79
| New | +$6K | ﹤0.01% | 97 |
|