Compass Planning Associates’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	$183K	Buy	6,269 +1,920	+44%	+$56.1K	0.17%	37
2025 Q1	$109K	Buy	4,349 +1,852	+74%	+$46.4K	0.11%	42
2024 Q4	$69.6K	Buy	+2,497	New	+$69.6K	0.07%	51