Mark Sheptoff 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	$5.14K	Hold	176	–	–	﹤0.01%	395
2025 Q1	$4.41K	Hold	176	–	–	﹤0.01%	383
2024 Q4	$4.91K	Hold	176	–	–	﹤0.01%	368
2024 Q3	$4.58K	Hold	176	–	–	﹤0.01%	367
2024 Q2	$4.44K	Hold	176	–	–	﹤0.01%	369
2024 Q1	$4.08K	Hold	176	–	–	﹤0.01%	341
2023 Q4	$3.65K	Hold	176	–	–	﹤0.01%	342
2023 Q3	$3.2K	Hold	176	–	–	﹤0.01%	326
2023 Q2	$3.3K	Hold	176	–	–	﹤0.01%	330
2023 Q1	$2.87K	Hold	176	–	–	﹤0.01%	331
2022 Q4	$2.45K	Hold	176	–	–	﹤0.01%	343
2022 Q3	$2K	Hold	176	–	–	﹤0.01%	333
2022 Q2	$3K	Hold	176	–	–	﹤0.01%	327
2022 Q1	$3K	Hold	176	–	–	﹤0.01%	369
2021 Q4	$4K	Hold	176	–	–	﹤0.01%	378
2021 Q3	$3K	Hold	176	–	–	﹤0.01%	361
2021 Q2	$3K	Hold	176	–	–	﹤0.01%	387
2021 Q1	$3K	Hold	176	–	–	﹤0.01%	343
2020 Q4	$3K	Hold	176	–	–	﹤0.01%	323
2020 Q3	$3K	Hold	176	–	–	﹤0.01%	291
2020 Q2	$2K	Hold	176	–	–	﹤0.01%	330
2020 Q1	$2K	Buy	+176	New	+$2K	﹤0.01%	314
2019 Q4	–	Sell	-4,392	Closed	-$46K	–	376
2019 Q3	$46K	Hold	4,392	–	–	0.03%	150
2019 Q2	$46K	Hold	4,392	–	–	0.03%	161
2019 Q1	$44K	Hold	4,392	–	–	0.03%	160
2018 Q4	$38K	Hold	4,392	–	–	0.03%	149
2018 Q3	$45K	Hold	4,392	–	–	0.03%	172
2018 Q2	$42K	Hold	4,392	–	–	0.03%	171
2018 Q1	$39K	Hold	4,392	–	–	0.03%	179
2017 Q4	$39K	Hold	4,392	–	–	0.03%	187
2017 Q3	$36K	Buy	+4,392	New	+$36K	0.02%	197