Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $774K | Buy |
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|
2023
Q2 | $798K | Buy |
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|
2023
Q1 | $497K | Hold |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $467K | Hold |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $659K | Hold |
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|
2021
Q3 | $596K | Sell |
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|
2021
Q2 | $628K | Hold |
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|
2021
Q1 | $558K | Hold |
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|
2020
Q4 | $552K | Hold |
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|
2020
Q3 | $495K | Sell |
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|
2020
Q2 | $449K | Buy |
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|
2020
Q1 | $352K | Hold |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $105K | Sell |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $89.6K | Hold |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $98.5K | Hold |
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|
2018
Q1 | $93.2K | Hold |
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|
2017
Q4 | $91.9K | Hold |
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|
2017
Q3 | $85.9K | Hold |
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|
2017
Q2 | $82.2K | Sell |
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|
2017
Q1 | $82.6K | Hold |
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|
2016
Q4 | $76.2K | Buy |
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|
2016
Q3 | $60.8K | Hold |
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|
2016
Q2 | $57.5K | Hold |
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|
2016
Q1 | $57.4K | Buy |
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