YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $899K | Buy |
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|
2022
Q3 | $869K | Buy |
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|
2022
Q2 | $872K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $935K | Buy |
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|
2021
Q2 | $912K | Buy |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $795K | Buy |
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|
2020
Q3 | $683K | Buy |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $505K | Sell |
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|
2019
Q3 | $688K | Sell |
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|
2019
Q2 | $685K | Sell |
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|
2019
Q1 | $662K | Buy |
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|
2018
Q4 | $574K | Buy |
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|
2018
Q3 | $243K | Sell |
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|
2018
Q2 | $229K | Buy |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q4 | $66K | Buy |
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|
2017
Q3 | $45K | Buy |
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|
2017
Q2 | $19K | Buy |
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|
2017
Q1 | $6K | Buy |
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