Consolidated Planning Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $459K | Sell |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $400K | Hold |
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|
2024
Q3 | $373K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $299K | Buy |
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