Planning Alternatives’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
2022 Q1	–	Sell	-634,000	Closed	-$13M	–	49
2021 Q4	$13M	Buy	634,000 +24,536	+4%	+$502K	2%	11
2021 Q3	$11.3M	Buy	+609,464	New	+$11.3M	1.86%	11