M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $39.9K | Buy |
1,532
+4
| +0.3% | +$104 | 0.01% | 253 |
|
|
2024
Q2 | $38.5K | Hold |
1,528
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $35.4K | Sell |
1,528
-596
| -28% | -$13.8K | 0.01% | 253 |
|
|
2023
Q4 | $44K | Hold |
2,124
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $38.6K | Buy |
2,124
+172
| +9% | +$3.13K | 0.01% | 262 |
|
|
2023
Q2 | $36.6K | Buy |
1,952
+1,484
| +317% | +$27.8K | 0.01% | 267 |
|
|
2023
Q1 | $7.62K | Hold |
468
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $6.5K | Buy |
+468
| New | +$6.5K | ﹤0.01% | 397 |
|