Lowe Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,200	Closed	-$66K	–	337
2021 Q4	$66K	Hold	3,200	–	–	0.03%	85
2021 Q3	$59K	Hold	3,200	–	–	0.03%	82
2021 Q2	$58K	Hold	3,200	–	–	0.03%	85
2021 Q1	$52K	Sell	3,200 -1,720	-35%	-$28K	0.03%	85
2020 Q4	$79K	Hold	4,920	–	–	0.04%	61
2020 Q3	$71K	Hold	4,920	–	–	0.04%	56
2020 Q2	$62K	Hold	4,920	–	–	0.04%	58
2020 Q1	$49K	Buy	+4,920	New	+$56.1K	0.03%	62
2019 Q3	–	Sell	-2,416	Closed	-$25K	–	301
2019 Q2	$25K	Hold	2,416	–	–	0.02%	103
2019 Q1	$23K	Hold	2,416	–	–	0.01%	102
2018 Q4	$21K	Hold	2,416	–	–	0.01%	101
2018 Q3	$25K	Hold	2,416	–	–	0.01%	102
2018 Q2	$23K	Hold	2,416	–	–	0.01%	103
2018 Q1	$22K	Hold	2,416	–	–	0.01%	107
2017 Q4	$21K	Buy	+2,416	New	+$20.8K	0.01%	113