SWM
Selective Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-68
| Closed | -$4K | – | 613 |
|
|
2022
Q3 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 622 |
|
|
2021
Q1 | – | Sell |
-194
| Closed | -$25K | – | 424 |
|
|
2020
Q4 | $25K | Buy |
+194
| New | +$25K | 0.02% | 161 |
|
|
2019
Q4 | – | Sell |
-45
| Closed | -$4K | – | 342 |
|
|
2019
Q3 | $4K | Buy |
+45
| New | +$4K | 0.01% | 250 |
|