Shine Investment Advisory Services’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
2020
Q3
$1.01M Sell
2020
Q2
$914K Sell
2020
Q1
$744K Sell
2019
Q4
$882K Sell
2019
Q3
$1.05M Buy
2019
Q2
$1.04M Sell
2019
Q1
$997K Buy
2018
Q4
$865K Buy
2018
Q3
$1.03M Buy
2018
Q2
$949K Buy
2018
Q1
$745K Buy
2017
Q4
$734K Sell
2017
Q3
$752K Buy
2017
Q2
$658K Buy