Center for Financial Planning’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	$133K	Hold	4,569	–	–	0.02%	191
2025 Q1	$114K	Buy	+4,569	New	+$114K	0.01%	192
2020 Q2	–	Sell	-104	Closed	-$1K	–	551
2020 Q1	$1K	Buy	+104	New	+$1K	﹤0.01%	547