Investment Planning Advisors’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	$247K	Buy	+8,455	New	+$247K	0.09%	70
2025 Q1	–	Sell	-7,925	Closed	-$221K	–	72
2024 Q4	$221K	Buy	+7,925	New	+$221K	0.1%	61