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Southland Equity Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Southland Equity Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,268
Closed -$215K – 219
2024
Q1 		$215K Buy
+9,268
New +$205K 0.06% 200

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Southland Equity Partners's SCHG Position: Q2 2024 in Review

Southland Equity Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 9,268 shares — an estimated $215K sold.

Southland Equity Partners first reported a position in SCHG in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • Southland Equity Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Southland Equity Partners sold 9,268 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $215K.
  • Southland Equity Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Southland Equity Partners's Schwab US Large-Cap Growth ETF position peaked at $215K in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on Southland Equity Partners's 13F filing for Q2 2024, filed 12 Jul 2024.