PS
Planned Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-179
| Closed | -$18.6K | – | 532 |
|
|
2024
Q3 | $18.6K | Buy |
+179
| New | +$18.6K | 0.01% | 397 |
|
|
2024
Q1 | – | Sell |
-119
| Closed | -$9.87K | – | 463 |
|
|
2023
Q4 | $9.87K | Buy |
+119
| New | +$9.87K | ﹤0.01% | 423 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$2K | – | 342 |
|
|
2020
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 436 |
|