Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $294K | Hold |
10,552
| – | – | 0.01% | 170 |
|
|
2024
Q3 | $275K | Buy |
10,552
+8
| +0.1% | +$208 | 0.01% | 181 |
|
|
2024
Q2 | $266K | Hold |
10,544
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $244K | Buy |
+10,544
| New | +$244K | 0.01% | 179 |
|
|
2022
Q1 | – | Sell |
-70,248
| Closed | -$1.44M | – | 227 |
|
|
2021
Q4 | $1.44M | Sell |
70,248
-1,208
| -2% | -$24.7K | 0.1% | 83 |
|
|
2021
Q3 | $1.32M | Buy |
+71,456
| New | +$1.32M | 0.11% | 90 |
|