Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $232K | Sell |
20,000
-8,328
| -29% | -$96.6K | 0.07% | 121 |
|
|
2019
Q3 | $297K | Sell |
28,328
-10,328
| -27% | -$108K | 0.1% | 102 |
|
|
2019
Q2 | $402K | Sell |
38,656
-4,864
| -11% | -$50.6K | 0.15% | 88 |
|
|
2019
Q1 | $432K | Buy |
43,520
+3,400
| +8% | +$33.8K | 0.16% | 81 |
|
|
2018
Q4 | $345K | Buy |
+40,120
| New | +$345K | 0.14% | 92 |
|