Retirement Planning Group (Kansas)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.94M Sell
2025
Q2
$6.63M Buy
2025
Q1
$3.94M Buy
2024
Q4
$3.49M Buy
2024
Q3
$3.04M Sell
2024
Q2
$2.96M Sell
2024
Q1
$2.99M Buy
2023
Q4
$2.63M Buy
2023
Q3
$1.84M Buy
2023
Q2
$1.88M Sell
2023
Q1
$1.75M Sell
2022
Q4
$4.06M Sell
2022
Q3
$84.5M Buy
2022
Q2
$86M Buy
2022
Q1
$95.3M Buy
2021
Q4
$522K Buy
2021
Q3
$319K Buy
2021
Q2
$213K Buy
2020
Q1
Sell
2019
Q4
$461K Sell
2019
Q3
$4.47M Buy