SMI Advisory Services’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
2024
Q3
Sell
-7,748
Closed -$203K 63
2024
Q2
$203K Buy
+7,748
New +$203K 0.05% 57
2024
Q1
Sell
-23,004
Closed -$481K 67
2023
Q4
$481K Sell
23,004
-1,464
-6% -$30.6K 0.12% 34
2023
Q3
$472K Buy
+24,468
New +$472K 0.17% 33