Y.D. More Investments’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.8K | Sell |
1,122
-298
| -21% | -$8.71K | ﹤0.01% | 327 |
|
2025
Q1 | $35.6K | Buy |
1,420
+548
| +63% | +$13.7K | ﹤0.01% | 326 |
|
2024
Q4 | $24.3K | Hold |
872
| – | – | ﹤0.01% | 332 |
|
2024
Q3 | $22.7K | Buy |
+872
| New | +$22.7K | ﹤0.01% | 330 |
|
2024
Q2 | – | Sell |
-652
| Closed | -$15K | – | 465 |
|
2024
Q1 | $15K | Hold |
652
| – | – | ﹤0.01% | 300 |
|
2023
Q4 | $13.4K | Buy |
+652
| New | +$13.4K | ﹤0.01% | 308 |
|