Retirement Investment 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
2023
Q4
$225K Sell
10,840
-4,808
-31% -$99.7K 0.03% 47
2023
Q3
$284K Sell
15,648
-248
-2% -$4.51K 0.03% 49
2023
Q2
$298K Buy
+15,896
New +$298K 0.04% 50