Sonora Investment Management 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
2023
Q3
Sell
-18,484
Closed -$346K 277
2023
Q2
$346K Buy
18,484
+20
+0.1% +$375 0.03% 194
2023
Q1
$301K Buy
18,464
+20
+0.1% +$326 0.03% 210
2022
Q4
$256K Buy
+18,444
New +$256K 0.02% 223