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Masso Torrence Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Masso Torrence Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,960
Closed -$40K – 303
2021
Q4 		$40K Buy
+1,960
New +$39.2K 0.03% 166

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FEG
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FPCG
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Masso Torrence Wealth Management's SCHG Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 1,960 shares — an estimated $40K sold.

Masso Torrence Wealth Management first reported a position in SCHG in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,960 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $40K.
  • Masso Torrence Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $40K in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.