Superior Planning, LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Superior Planning, LLC’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
2026 Q3	$5.5K	Buy	+153	New	+$5.36K	﹤0.01%	1165

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Superior Planning, LLC's SCHG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 153 shares worth $5.5K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

1,427 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Superior Planning, LLC held 153 shares of Schwab US Large-Cap Growth ETF worth $5.5K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new Superior Planning, LLC position in Q3 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1165 holding.
1,427 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.