Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.2M | Buy |
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|
2020
Q4 | $3.37M | Buy |
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|
2020
Q3 | $2.55M | Buy |
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|
2020
Q2 | $1.34M | Hold |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.71M | Sell |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $2.32M | Buy |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $2.37M | Hold |
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|
2018
Q2 | $2.19M | Buy |
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|
2018
Q1 | $2.03M | Hold |
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|
2017
Q4 | $2M | Hold |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $2.46M | Buy |
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