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Next Level Wealth Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Next Level Wealth Planning’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.4M Buy
424,116
+36,947
+10% +$1.08M 7.93% 5
2025
Q1 		$9.69M Buy
387,169
+17,056
+5% +$427K 7.34% 6
2024
Q4 		$10.3M Buy
+370,113
New +$10.3M 8.11% 4