Compass Planning Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Compass Planning Associates’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
2025 Q3	$212K	Buy
2025 Q2	$183K	Buy
2025 Q1	$109K	Buy
2024 Q4	$69.6K	Buy