Ten Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,996
| Closed | -$48.8K | – | 466 |
|
|
2023
Q1 | $48.8K | Buy |
2,996
+1,096
| +58% | +$17.9K | 0.02% | 224 |
|
|
2022
Q4 | $26.4K | Hold |
1,900
| – | – | 0.01% | 240 |
|
|
2022
Q3 | $27K | Hold |
1,900
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $28K | Hold |
1,900
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $36K | Sell |
1,900
-4
| -0.2% | -$76 | 0.02% | 166 |
|
|
2021
Q4 | $39K | Sell |
1,904
-9,192
| -83% | -$188K | 0.02% | 154 |
|
|
2021
Q3 | $205K | Buy |
+11,096
| New | +$205K | 0.1% | 65 |
|
|
2021
Q2 | – | Sell |
-2,304
| Closed | -$37K | – | 541 |
|
|
2021
Q1 | $37K | Buy |
+2,304
| New | +$37K | 0.01% | 188 |
|