Prism 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
Q2
Sell
-12,072
Closed -$226K 55
2022
Q1
$226K Hold
12,072
0.08% 49
2021
Q4
$247K Hold
12,072
0.08% 46
2021
Q3
$223K Hold
12,072
0.08% 47
2021
Q2
$220K Buy
+12,072
New +$220K 0.08% 51