Strategic Planning Group’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 | $18.2M | Buy |
624,143
+29,178
| +5% | +$852K | 2.96% | 9 |
|
|
2025
Q1 | $14.9M | Buy |
594,965
+17,269
| +3% | +$432K | 2.92% | 9 |
|
|
2024
Q4 | $16.1M | Buy |
577,696
+26,352
| +5% | +$734K | 2.96% | 10 |
|
|
2024
Q3 | $14.4M | Buy |
551,344
+4,804
| +0.9% | +$125K | 2.83% | 10 |
|
|
2024
Q2 | $13.8M | Buy |
546,540
+33,128
| +6% | +$835K | 3.01% | 8 |
|
|
2024
Q1 | $11.9M | Buy |
+513,412
| New | +$11.9M | 2.98% | 7 |
|