Wealthspire Advisors (Maryland)’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
Q3 | $261K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $464K | Sell |
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|
2019
Q3 | $546K | Sell |
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|
2019
Q2 | $600K | Sell |
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|
2019
Q1 | $670K | Buy |
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|
2018
Q4 | $497K | Sell |
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|
2018
Q3 | $614K | Sell |
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|
2018
Q2 | $635K | Sell |
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|
2018
Q1 | $668K | Sell |
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|
2017
Q4 | $668K | Sell |
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|
2017
Q3 | $646K | Buy |
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|
2017
Q2 | $609K | Sell |
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|
2017
Q1 | $595K | Sell |
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|
2016
Q4 | $643K | Sell |
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|
2016
Q3 | $657K | Buy |
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|
2016
Q2 | $583K | Sell |
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|
2016
Q1 | $586K | Sell |
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|
2015
Q4 | $994K | Buy |
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