VitalStone Financial’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
Q3 | $131K | Buy |
5,028
+3,220
| +178% | +$83.9K | 0.09% | 124 |
|
|
2024
Q2 | $45.6K | Buy |
+1,808
| New | +$45.6K | 0.03% | 171 |
|
|
2023
Q3 | – | Sell |
-32
| Closed | -$1K | – | 610 |
|
|
2023
Q2 | $1K | Sell |
32
-13,820
| -100% | -$432K | ﹤0.01% | 876 |
|
|
2023
Q1 | $568K | Buy |
13,852
+13,820
| +43,188% | +$567K | 0.47% | 46 |
|
|
2022
Q4 | $0 | Buy |
+32
| New | – | ﹤0.01% | 582 |
|