Nalls Sherbakoff Group’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
Q4
$2.45M Buy
118,016
+516
+0.4% +$10.7K 2.18% 8
2023
Q3
$2.14M Sell
117,500
-1,368
-1% -$24.9K 2.08% 8
2023
Q2
$2.09M Sell
118,868
-108
-0.1% -$1.9K 2.05% 7
2023
Q1
$1.91M Buy
+118,976
New +$1.91M 1.9% 8
2018
Q4
$1.23M Buy
+143,192
New +$1.23M 1.97% 9