Investments & Financial Planning LLC’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 | $273K | Sell |
9,359
-99
| -1% | -$2.89K | 0.16% | 31 |
|
|
2025
Q1 | $237K | Buy |
9,458
+1
| +0% | +$25 | 0.15% | 32 |
|
|
2024
Q4 | $264K | Buy |
9,457
+1
| +0% | +$28 | 0.16% | 30 |
|
|
2024
Q3 | $246K | Buy |
9,456
+4
| +0% | +$104 | 0.16% | 32 |
|
|
2024
Q2 | $238K | Hold |
9,452
| – | – | 0.16% | 32 |
|
|
2024
Q1 | $219K | Buy |
+9,452
| New | +$219K | 0.15% | 32 |
|