Loveless Wealth Management’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
2022
Q2
$230K Sell
15,888
-76
-0.5% -$1.1K 0.15% 118
2022
Q1
$299K Buy
15,964
+4,444
+39% +$83.2K 0.17% 117
2021
Q4
$236K Buy
+11,520
New +$236K 0.13% 126