TrueWealth LLC’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
Q2
$116K Buy
2020
Q1
$83K Hold
2019
Q4
$97K Hold
2019
Q3
$88K Hold
2019
Q2
$87K Hold
2019
Q1
$83K Hold
2018
Q4
$72K Hold
2018
Q3
$86K Hold
2018
Q2
$79K Hold
2018
Q1
$75K Hold
2017
Q4
$74K Buy