SignalPoint Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.17M | Buy |
42,001
+1,889
| +5% | +$51.7K | 0.29% | 59 |
|
|
2024
Q3 | $1.04M | Buy |
40,112
+2,188
| +6% | +$55.1K | 0.24% | 79 |
|
|
2024
Q2 | $956K | Buy |
37,924
+856
| +2% | +$20.2K | 0.26% | 85 |
|
|
2024
Q1 | $859K | Sell |
37,068
-604
| -2% | -$13.4K | 0.24% | 88 |
|
|
2023
Q4 | $781K | Buy |
37,672
+568
| +2% | +$11K | 0.23% | 92 |
|
|
2023
Q3 | $675K | Buy |
37,104
+5,456
| +17% | +$103K | 0.22% | 95 |
|
|
2023
Q2 | $593K | Buy |
31,648
+284
| +0.9% | +$4.87K | 0.18% | 112 |
|
|
2023
Q1 | $511K | Sell |
31,364
-2,036
| -6% | -$30.9K | 0.16% | 124 |
|
|
2022
Q4 | $464K | Buy |
33,400
+1,324
| +4% | +$19K | 0.16% | 129 |
|
|
2022
Q3 | $447K | Buy |
32,076
+1,812
| +6% | +$28.4K | 0.17% | 118 |
|
|
2022
Q2 | $438K | Buy |
30,264
+776
| +3% | +$12.4K | 0.16% | 127 |
|
|
2022
Q1 | $552K | Sell |
29,488
-944
| -3% | -$17.2K | 0.18% | 118 |
|
|
2021
Q4 | $622K | Buy |
30,432
+8
| +0% | +$160 | 0.19% | 110 |
|
|
2021
Q3 | $563K | Buy |
30,424
+168
| +0.6% | +$3.2K | 0.18% | 116 |
|
|
2021
Q2 | $522K | Sell |
30,256
-480
| -2% | -$8.3K | 0.17% | 126 |
|
|
2021
Q1 | $499K | Sell |
30,736
-960
| -3% | -$15.6K | 0.18% | 121 |
|
|
2020
Q4 | $509K | Sell |
31,696
-1,000
| -3% | -$15.2K | 0.19% | 110 |
|
|
2020
Q3 | $471K | Sell |
32,696
-208
| -0.6% | -$2.9K | 0.2% | 108 |
|
|
2020
Q2 | $418K | Buy |
32,904
+864
| +3% | +$10.1K | 0.19% | 106 |
|
|
2020
Q1 | $319K | Buy |
32,040
+2,912
| +10% | +$33.2K | 0.17% | 116 |
|
|
2019
Q4 | $338K | Buy |
29,128
+1,976
| +7% | +$21.8K | 0.14% | 137 |
|
|
2019
Q3 | $285K | Buy |
27,152
+1,048
| +4% | +$11K | 0.13% | 172 |
|
|
2019
Q2 | $272K | Buy |
26,104
+2,296
| +10% | +$23.3K | 0.13% | 178 |
|
|
2019
Q1 | $236K | Buy |
+23,808
| New | +$225K | 0.1% | 195 |
|
Other funds holding SCHG
MG
APP
