YLHM
Yelin Lapidot Holdings Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Hold |
57,120
| – | – | 0.3% | 52 |
|
|
2025
Q1 | $1.43M | Hold |
57,120
| – | – | 0.28% | 55 |
|
|
2024
Q4 | $1.59M | Buy |
57,120
+42,840
| +300% | +$1.19M | 0.28% | 51 |
|
|
2024
Q3 | $1.49M | Sell |
14,280
-995
| -7% | -$104K | 0.25% | 53 |
|
|
2024
Q2 | $1.54M | Hold |
15,275
| – | – | 0.27% | 52 |
|
|
2024
Q1 | $1.42M | Sell |
15,275
-6,225
| -29% | -$577K | 0.29% | 55 |
|
|
2023
Q4 | $1.78M | Hold |
21,500
| – | – | 0.43% | 45 |
|
|
2023
Q3 | $1.56M | Buy |
+21,500
| New | +$1.56M | 0.38% | 48 |
|