Keener Financial 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
$57K Buy
1,985
+1,877
+1,738% +$53.9K 0.03% 93
2025
Q1
$2K Hold
108
﹤0.01% 165
2024
Q4
$3K Buy
+108
New +$3K ﹤0.01% 164