WR Wealth Planners’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 | $178K | Sell |
6,385
-5,179
| -45% | -$144K | 0.06% | 167 |
|
|
2024
Q3 | $301K | Buy |
11,564
+8,644
| +296% | +$225K | 0.08% | 145 |
|
|
2024
Q2 | $73.6K | Buy |
2,920
+620
| +27% | +$15.6K | 0.02% | 282 |
|
|
2024
Q1 | $53.3K | Buy |
+2,300
| New | +$53.3K | 0.02% | 324 |
|
|
2023
Q4 | – | Sell |
-560
| Closed | -$10.2K | – | 729 |
|
|
2023
Q3 | $10.2K | Sell |
560
-244
| -30% | -$4.44K | ﹤0.01% | 559 |
|
|
2023
Q2 | $15.1K | Buy |
+804
| New | +$15.1K | 0.01% | 478 |
|