LifePlan Investment 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 | $3.32M | Sell |
113,664
-1,098
| -1% | -$32.1K | 1.65% | 22 |
|
|
2025
Q1 | $2.87M | Sell |
114,762
-1,916
| -2% | -$48K | 1.65% | 25 |
|
|
2024
Q4 | $3.25M | Sell |
116,678
-6,142
| -5% | -$171K | 2.01% | 19 |
|
|
2024
Q3 | $3.2M | Sell |
122,820
-752
| -0.6% | -$19.6K | 2.05% | 20 |
|
|
2024
Q2 | $3.12M | Buy |
123,572
+3,840
| +3% | +$96.8K | 2.25% | 16 |
|
|
2024
Q1 | $2.78M | Sell |
119,732
-15,608
| -12% | -$362K | 2.21% | 18 |
|
|
2023
Q4 | $2.81M | Buy |
135,340
+1,392
| +1% | +$28.9K | 2.57% | 13 |
|
|
2023
Q3 | $2.44M | Sell |
133,948
-21,840
| -14% | -$397K | 2.59% | 14 |
|
|
2023
Q2 | $2.92M | Buy |
+155,788
| New | +$2.92M | 3.26% | 10 |
|