WealthPlan Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WealthPlan Investment Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$590K	Sell
2025 Q2	$5.96M	Buy
2023 Q1	–	Sell
2022 Q4	$462K	Buy
2022 Q3	$394K	Buy
2022 Q1	$286K	Buy