XY Planning Network’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
$519K Buy
17,762
+447
+3% +$13.1K 0.18% 105
2025
Q1
$434K Sell
17,315
-4,424
-20% -$111K 0.29% 69
2024
Q4
$606K Buy
+21,739
New +$606K 0.46% 50