Retirement Planning Group (New York)’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	$732K	Buy	25,062 +975	+4%	+$28.5K	0.64%	33
2025 Q1	$603K	Buy	24,087 +6,887	+40%	+$172K	0.61%	33
2024 Q4	$479K	Buy	+17,200	New	+$479K	0.53%	39