Madison Park Capital Advisors’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
Q4
Sell
-37,168
Closed -$968K 75
2024
Q3
$968K Buy
37,168
+1,272
+4% +$33.1K 0.73% 28
2024
Q2
$905K Buy
35,896
+2,712
+8% +$68.4K 0.76% 29
2024
Q1
$769K Buy
33,184
+2,780
+9% +$64.4K 0.67% 31
2023
Q4
$631K Buy
+30,404
New +$631K 0.61% 31