Regent Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $620K | Sell |
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|
2021
Q3 | $565K | Sell |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $496K | Sell |
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|
2020
Q3 | $446K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $355K | Buy |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $229K | Buy |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $246K | Buy |
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|
2018
Q1 | $231K | Buy |
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