Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $205K | Buy |
+14,760
| New | +$205K | ﹤0.01% | 462 |
|
|
2022
Q2 | – | Sell |
-17,376
| Closed | -$325K | – | 479 |
|
|
2022
Q1 | $325K | Sell |
17,376
-52,576
| -75% | -$983K | ﹤0.01% | 371 |
|
|
2021
Q4 | $1.24M | Buy |
69,952
+27,584
| +65% | +$489K | 0.01% | 255 |
|
|
2021
Q3 | $784K | Buy |
42,368
+4,856
| +13% | +$89.9K | ﹤0.01% | 269 |
|
|
2021
Q2 | $684K | Sell |
37,512
-6,352
| -14% | -$116K | ﹤0.01% | 275 |
|
|
2021
Q1 | $712K | Buy |
43,864
+4,104
| +10% | +$66.6K | ﹤0.01% | 268 |
|
|
2020
Q4 | $638K | Buy |
39,760
+1,976
| +5% | +$31.7K | ﹤0.01% | 277 |
|
|
2020
Q3 | $544K | Buy |
+37,784
| New | +$544K | ﹤0.01% | 275 |
|