Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.73M | Sell |
482,184
-11,624
| -2% | -$162K | 0.47% | 25 |
|
|
2022
Q2 | $7.16M | Sell |
493,808
-188,668
| -28% | -$2.74M | 0.78% | 17 |
|
|
2022
Q1 | $12.8M | Sell |
682,476
-24,156
| -3% | -$452K | 1.29% | 10 |
|
|
2021
Q4 | $14.5M | Sell |
706,632
-90,368
| -11% | -$1.85M | 1.66% | 10 |
|
|
2021
Q3 | $14.8M | Sell |
797,000
-13,680
| -2% | -$253K | 1.88% | 10 |
|
|
2021
Q2 | $14.8M | Sell |
810,680
-52,816
| -6% | -$964K | 2.09% | 9 |
|
|
2021
Q1 | $14M | Buy |
863,496
+61,936
| +8% | +$1M | 7.63% | 2 |
|
|
2020
Q4 | $12.9M | Buy |
+801,560
| New | +$12.9M | 7.67% | 2 |
|