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

Clear Perspectives Financial Planning’s Portfolio SCHG Stock Details SCHG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$58.7K	Hold
2022 Q4	$50K	Sell
2022 Q3	$149K	Sell
2022 Q2	$240K	Sell
2022 Q1	$967K	Sell
2021 Q4	$1.28M	Sell
2021 Q3	$1.25M	Buy
2021 Q2	$1.19M	Sell
2021 Q1	$1.44M	Sell
2020 Q4	$1.48M	Buy