Tucker Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $137K | Buy |
4,922
+34
| +0.7% | +$948 | 0.01% | 193 |
|
2024
Q3 | $127K | Hold |
4,888
| – | – | 0.03% | 197 |
|
2024
Q2 | $123K | Hold |
4,888
| – | – | 0.03% | 219 |
|
2024
Q1 | $113K | Buy |
4,888
+736
| +18% | +$17.1K | 0.03% | 255 |
|
2023
Q4 | $86.1K | Hold |
4,152
| – | – | 0.02% | 244 |
|
2023
Q3 | $75.5K | Buy |
+4,152
| New | +$75.5K | 0.02% | 259 |
|