Holistic Planning’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	$314K	Buy	10,754 +1,000	+10%	+$29.2K	0.09%	169
2025 Q1	$244K	Sell	9,754 -850	-8%	-$21.3K	0.08%	160
2024 Q4	$296K	Buy	10,604 +2,200	+26%	+$61.3K	0.11%	134
2024 Q3	$219K	Buy	+8,404	New	+$219K	0.09%	146