SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.77M | Buy |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.19M | Hold |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $1.8M | Sell |
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|
2019
Q3 | $1.63M | Sell |
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|
2019
Q2 | $1.63M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $1.31M | Sell |
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|
2018
Q2 | $1.22M | Sell |
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|
2018
Q1 | $1.42M | Buy |
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|
2017
Q4 | $1.39M | Sell |
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|
2017
Q3 | $1.42M | Buy |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1.27M | Sell |
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|
2016
Q4 | $1.31M | Buy |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $1.04M | Buy |
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|
2016
Q1 | $670K | Sell |
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|
2015
Q4 | $769K | Buy |
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|
2015
Q3 | $622K | Hold |
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|
2015
Q2 | $668K | Buy |
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|
2015
Q1 | $513K | Buy |
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|
2014
Q4 | $336K | Buy |
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|
2014
Q3 | $246K | Hold |
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|
2014
Q2 | $243K | Buy |
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