Cornerstone Planning Group’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
$37.3K Buy
1,248
+1,102
+755% +$32.9K 0.01% 290
2025
Q1
$3.54K Buy
+146
New +$3.54K ﹤0.01% 828