Capital Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.1M | Sell |
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|
2025
Q2 | $23.2M | Sell |
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|
2025
Q1 | $27.5M | Sell |
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|
2024
Q4 | $31.7M | Sell |
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|
2024
Q3 | $30.2M | Buy |
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|
2024
Q2 | $29.2M | Buy |
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|
2024
Q1 | $26.8M | Buy |
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|
2023
Q4 | $23.7M | Buy |
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|
2023
Q3 | $20.3M | Sell |
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|
2023
Q2 | $21M | Sell |
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|
2023
Q1 | $18.6M | Buy |
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|
2022
Q4 | $14.6M | Buy |
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|
2022
Q3 | $14.5M | Buy |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $18.3M | Buy |
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|
2021
Q3 | $16.5M | Buy |
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|
2021
Q2 | $16.2M | Buy |
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|
2021
Q1 | $14.3M | Buy |
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|
2020
Q4 | $13.9M | Buy |
|