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Falcon Wealth Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Falcon Wealth 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 		$278K Sell
9,530
-523
-5% -$15.3K 0.03% 142
2025
Q1 		$252K Sell
10,053
-928
-8% -$23.2K 0.03% 149
2024
Q4 		$306K Buy
+10,981
New +$306K 0.03% 131