Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.61M | Hold |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $1.85M | Sell |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $1.59M | Hold |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.62M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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