Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-84,088
| Closed | -$1.72M | – | 63 |
|
|
2021
Q4 | $1.72M | Buy |
84,088
+88
| +0.1% | +$1.8K | 0.3% | 27 |
|
|
2021
Q3 | $1.56M | Buy |
+84,000
| New | +$1.56M | 0.3% | 26 |
|
|
2021
Q1 | $1.45M | Sell |
89,248
-5,936
| -6% | -$96.3K | 0.29% | 27 |
|
|
2020
Q4 | $1.53M | Buy |
95,184
+80
| +0.1% | +$1.28K | 0.32% | 24 |
|
|
2020
Q3 | $1.37M | Sell |
95,104
-768
| -0.8% | -$11.1K | 0.33% | 23 |
|
|
2020
Q2 | $1.22M | Sell |
95,872
-2,400
| -2% | -$30.5K | 0.31% | 22 |
|
|
2020
Q1 | $978K | Buy |
98,272
+7,952
| +9% | +$79.1K | 0.28% | 25 |
|
|
2019
Q4 | $1.05M | Buy |
+90,320
| New | +$1.05M | 0.25% | 27 |
|
|
2018
Q3 | – | Sell |
-1,336
| Closed | -$12.7K | – | 47 |
|
|
2018
Q2 | $12.7K | Sell |
1,336
-1,392
| -51% | -$13.2K | 0.25% | 29 |
|
|
2018
Q1 | $24.5K | Buy |
+2,728
| New | +$24.5K | 1.91% | 17 |
|