Planning Capital Management Corporation’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
2024 Q3	$587K	Buy	22,544 +28	+0.1%	+$729	0.39%	47
2024 Q2	$568K	Hold	22,516	–	–	0.4%	48
2024 Q1	$522K	Sell	22,516 -188	-0.8%	-$4.36K	0.38%	46
2023 Q4	$471K	Buy	+22,704	New	+$471K	0.37%	44