Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-80
| Closed | -$1.11K | – | 954 |
|
|
2022
Q4 | $1.11K | Hold |
80
| – | – | ﹤0.01% | 897 |
|
|
2022
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 848 |
|
|
2022
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 810 |
|
|
2022
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 826 |
|
|
2021
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 808 |
|
|
2021
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 853 |
|
|
2021
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 845 |
|
|
2021
Q1 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 844 |
|