Lyell 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
Q1
Sell
-12,272
Closed -$251K 202
2021
Q4
$251K Buy
+12,272
New +$251K 0.03% 169