Southern Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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2022
Q3 | $899K | Buy |
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|
2022
Q2 | $837K | Buy |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $946K | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $929K | Sell |
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|
2020
Q4 | $921K | Sell |
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|
2020
Q3 | $857K | Buy |
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|
2020
Q2 | $738K | Buy |
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|
2020
Q1 | $578K | Buy |
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|
2019
Q4 | $673K | Buy |
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