Seven Springs Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$32K | – | 129 |
|
|
2021
Q1 | $32K | Sell |
2,000
-1,240
| -38% | -$19.8K | 0.02% | 93 |
|
|
2020
Q4 | $52K | Buy |
3,240
+1,240
| +62% | +$19.9K | 0.03% | 77 |
|
|
2020
Q3 | $29K | Hold |
2,000
| – | – | 0.02% | 86 |
|
|
2020
Q2 | $25K | Hold |
2,000
| – | – | 0.02% | 88 |
|
|
2020
Q1 | $20K | Sell |
2,000
-1,088
| -35% | -$10.9K | 0.01% | 94 |
|
|
2019
Q4 | $36K | Buy |
+3,088
| New | +$36K | 0.02% | 103 |
|