Planning Center Inc’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	$950K	Sell	32,540 -2,659	-8%	-$77.7K	0.11%	34
2025 Q1	$881K	Buy	35,199 +10	+0%	+$250	0.1%	32
2024 Q4	$981K	Buy	35,189 +169	+0.5%	+$4.71K	0.12%	32
2024 Q3	$912K	Buy	35,020 +16	+0%	+$417	0.11%	33
2024 Q2	$882K	Buy	+35,004	New	+$882K	0.12%	33