TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $116K | Buy |
9,160
+800
| +10% | +$10.1K | 0.05% | 189 |
|
|
2020
Q1 | $83K | Hold |
8,360
| – | – | 0.04% | 200 |
|
|
2019
Q4 | $97K | Hold |
8,360
| – | – | 0.04% | 207 |
|
|
2019
Q3 | $88K | Hold |
8,360
| – | – | 0.04% | 215 |
|
|
2019
Q2 | $87K | Hold |
8,360
| – | – | 0.04% | 212 |
|
|
2019
Q1 | $83K | Hold |
8,360
| – | – | 0.04% | 216 |
|
|
2018
Q4 | $72K | Hold |
8,360
| – | – | 0.04% | 214 |
|
|
2018
Q3 | $86K | Hold |
8,360
| – | – | 0.04% | 214 |
|
|
2018
Q2 | $79K | Hold |
8,360
| – | – | 0.04% | 221 |
|
|
2018
Q1 | $75K | Hold |
8,360
| – | – | 0.04% | 224 |
|
|
2017
Q4 | $74K | Buy |
+8,360
| New | +$74K | 0.03% | 243 |
|