Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $26.2M | Buy |
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2023
Q3 | $16.8M | Buy |
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2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $3.14M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $656K | Buy |
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|
2022
Q2 | $613K | Sell |
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|
2022
Q1 | $812K | Sell |
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|
2021
Q4 | $933K | Buy |
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|
2021
Q2 | $830K | Sell |
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|
2021
Q1 | $755K | Sell |
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|
2020
Q4 | $772K | Buy |
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