WR Wealth Planners’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
2024
Q4
$178K Sell
2024
Q3
$301K Buy
2024
Q2
$73.6K Buy
2024
Q1
$53.3K Buy
2023
Q4
Sell
2023
Q3
$10.2K Sell
2023
Q2
$15.1K Buy