Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $198K | Buy |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $114K | Hold |
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|
2021
Q1 | $101K | Buy |
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|
2020
Q4 | $100K | Buy |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $74K | Buy |
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|
2019
Q4 | $66K | Buy |
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