Plan Group Financial’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	$226K	Buy	+7,727	New	+$226K	0.07%	145
2025 Q1	–	Sell	-7,586	Closed	-$211K	–	154
2024 Q4	$211K	Sell	7,586 -522	-6%	-$14.5K	0.11%	106
2024 Q3	$211K	Sell	8,108 -232	-3%	-$6.04K	0.11%	107
2024 Q2	$210K	Buy	+8,340	New	+$210K	0.13%	87