LWA
Lowe Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$66K | – | 337 |
|
|
2021
Q4 | $66K | Hold |
400
| – | – | 0.03% | 85 |
|
|
2021
Q3 | $59K | Hold |
400
| – | – | 0.03% | 82 |
|
|
2021
Q2 | $58K | Hold |
400
| – | – | 0.03% | 85 |
|
|
2021
Q1 | $52K | Sell |
400
-215
| -35% | -$28K | 0.03% | 85 |
|
|
2020
Q4 | $79K | Hold |
615
| – | – | 0.04% | 61 |
|
|
2020
Q3 | $71K | Hold |
615
| – | – | 0.04% | 56 |
|
|
2020
Q2 | $62K | Hold |
615
| – | – | 0.04% | 58 |
|
|
2020
Q1 | $49K | Buy |
+615
| New | +$49K | 0.03% | 62 |
|
|
2019
Q3 | – | Sell |
-302
| Closed | -$25K | – | 301 |
|
|
2019
Q2 | $25K | Hold |
302
| – | – | 0.02% | 103 |
|
|
2019
Q1 | $23K | Hold |
302
| – | – | 0.01% | 102 |
|
|
2018
Q4 | $21K | Hold |
302
| – | – | 0.01% | 101 |
|
|
2018
Q3 | $25K | Hold |
302
| – | – | 0.01% | 102 |
|
|
2018
Q2 | $23K | Hold |
302
| – | – | 0.01% | 103 |
|
|
2018
Q1 | $22K | Hold |
302
| – | – | 0.01% | 107 |
|
|
2017
Q4 | $21K | Buy |
+302
| New | +$21K | 0.01% | 113 |
|