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Stonebridge Financial Planning Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stonebridge Financial Planning Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,480
Closed -$63K – 319
2021
Q4 		$63K Hold
3,480
– – 0.03% 198
2021
Q3 		$71K Hold
3,480
– – 0.03% 191
2021
Q2 		$65K Hold
3,480
– – 0.03% 188
2021
Q1 		$60K Buy
+3,480
New +$60K 0.04% 194