Comprehensive 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
$1.72M Buy
58,808
+55
+0.1% +$1.61K 1.35% 21
2025
Q1
$1.47M Sell
58,753
-84,109
-59% -$2.11M 1.43% 22
2024
Q4
$3.98M Buy
+142,862
New +$3.98M 3.36% 8