IP
Ignite Planners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Sell |
872,136
-3,931
| -0.4% | -$117K | 4.52% | 1 |
|
|
2025
Q1 | $22.5M | Sell |
876,067
-30,777
| -3% | -$791K | 4.41% | 2 |
|
|
2024
Q4 | $25.7M | Buy |
906,844
+678,236
| +297% | +$19.2M | 5.63% | 1 |
|
|
2024
Q3 | $23.8M | Buy |
228,608
+1,101
| +0.5% | +$115K | 5.46% | 1 |
|
|
2024
Q2 | $23.7M | Buy |
227,507
+4,880
| +2% | +$509K | 5.79% | 1 |
|
|
2024
Q1 | $20.7M | Buy |
222,627
+9,289
| +4% | +$862K | 5.79% | 1 |
|
|
2023
Q4 | $17.4M | Buy |
213,338
+14,257
| +7% | +$1.16M | 5.18% | 2 |
|
|
2023
Q3 | $14.5M | Buy |
199,081
+36,975
| +23% | +$2.7M | 4.44% | 2 |
|
|
2023
Q2 | $12M | Sell |
162,106
-5,492
| -3% | -$407K | 4.62% | 2 |
|
|
2023
Q1 | $10.9M | Buy |
167,598
+2,039
| +1% | +$132K | 4.46% | 2 |
|
|
2022
Q4 | $10.1M | Buy |
+165,559
| New | +$10.1M | 4.24% | 2 |
|