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Elser Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Elser Financial Planning’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$938K Buy
32,112
+10,928
+52% +$319K 1.17% 18
2025
Q1 		$530K Hold
21,184
– – 0.73% 28
2024
Q4 		$590K Hold
21,184
– – 0.04% 52
2024
Q3 		$552K Buy
+21,184
New +$552K 0.8% 23