Briaud Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Briaud Financial Planning’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$79K	Hold
2025 Q1	$68K	Hold
2024 Q4	$76K	Hold
2024 Q3	$71K	Hold
2024 Q2	$68K	Hold
2024 Q1	$64K	Buy
2023 Q4	–	Sell
2023 Q3	$49K	Buy