Stanford Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-816
| Closed | -$6K | – | 244 |
|
|
2016
Q4 | $6K | Hold |
816
| – | – | ﹤0.01% | 330 |
|
|
2016
Q3 | $6K | Hold |
816
| – | – | ﹤0.01% | 358 |
|
|
2016
Q2 | $5K | Buy |
816
+8
| +1% | +$49 | ﹤0.01% | 327 |
|
|
2016
Q1 | $5K | Hold |
808
| – | – | ﹤0.01% | 328 |
|
|
2015
Q4 | $5K | Hold |
808
| – | – | ﹤0.01% | 301 |
|
|
2015
Q3 | $5K | Buy |
808
+8
| +1% | +$50 | ﹤0.01% | 307 |
|
|
2015
Q2 | $5K | Hold |
800
| – | – | ﹤0.01% | 317 |
|
|
2015
Q1 | $5K | Hold |
800
| – | – | ﹤0.01% | 313 |
|
|
2014
Q4 | $5K | Buy |
+800
| New | +$5K | ﹤0.01% | 319 |
|