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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.04M	Buy
2025 Q2	$938K	Buy
2025 Q1	$530K	Hold
2024 Q4	$590K	Hold
2024 Q3	$552K	Buy