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Tennessee Valley Asset Management Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tennessee Valley Asset Management Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,004
Closed -$20.8K – 611
2023
Q4 		$20.8K Buy
+1,004
New +$19.4K ﹤0.01% 342

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Tennessee Valley Asset Management Partners's SCHG Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 1,004 shares — an estimated $20.8K sold.

Tennessee Valley Asset Management Partners first reported a position in SCHG in Q4 2023 and held it in 1 quarter. The position peaked at $20.8K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 1,004 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $20.8K.
  • Tennessee Valley Asset Management Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Schwab US Large-Cap Growth ETF position peaked at $20.8K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.