Next Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $178K | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q3 | $191K | Sell |
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|
2019
Q2 | $190K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $143K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $13K | Sell |
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|
2017
Q2 | $30K | Buy |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $94K | Buy |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $9K | Buy |
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