WealthPLAN Partners’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 | $823K | Buy |
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|
2025
Q2 | $714K | Sell |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $647K | Sell |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $587K | Buy |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $209K | Sell |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $201K | Buy |
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