Morling Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,784
| Closed | -$69.7K | – | 116 |
|
|
2025
Q1 | $69.7K | Hold |
2,784
| – | – | 0.02% | 96 |
|
|
2024
Q4 | $77.6K | Buy |
+2,784
| New | +$77.6K | 0.03% | 88 |
|
|
2022
Q4 | – | Sell |
-2,512
| Closed | -$35K | – | 76 |
|
|
2022
Q3 | $35K | Hold |
2,512
| – | – | 0.05% | 61 |
|
|
2022
Q2 | $36K | Hold |
2,512
| – | – | 0.05% | 64 |
|
|
2022
Q1 | $47K | Hold |
2,512
| – | – | 0.06% | 72 |
|
|
2021
Q4 | $51K | Buy |
+2,512
| New | +$51K | 0.05% | 68 |
|