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Avantax Planning Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avantax Planning Partners’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
Q1 		$438M Buy
15,031,527
+140,994
+0.9% +$4.38M 12.02% 1
2025
Q4 		$486M Sell
14,890,533
-123,778
-0.8% -$4.03M 13.59% 1
2025
Q3 		$479M Sell
15,014,311
-191,664
-1% -$5.84M 13.74% 1
2025
Q2 		$444M Buy
15,205,975
+318,708
+2% +$8.43M 14.09% 1
2025
Q1 		$373M Sell
14,887,267
-484,114
-3% -$13.3M 13.2% 1
2024
Q4 		$428M Sell
15,371,381
-239,947
-2% -$6.56M 15.44% 1
2024
Q3 		$407M Sell
15,611,328
-2,357,820
-13% -$59.3M 14.58% 1
2024
Q2 		$453M Sell
17,969,148
-1,207,408
-6% -$28.5M 14.56% 1
2024
Q1 		$445M Sell
19,176,556
-550,112
-3% -$12.2M 14.4% 1
2023
Q4 		$409M Sell
19,726,668
-802,628
-4% -$15.5M 15.59% 1
2023
Q3 		$373M Sell
20,529,296
-559,944
-3% -$10.5M 15.61% 1
2023
Q2 		$395M Sell
21,089,240
-1,428,444
-6% -$24.5M 15.71% 1
2023
Q1 		$367M Sell
22,517,684
-4,040,772
-15% -$61.3M 14.9% 1
2022
Q4 		$369M Buy
26,558,456
+2,488,112
+10% +$35.8M 14.64% 1
2022
Q3 		$336M Sell
24,070,344
-730,940
-3% -$11.5M 15.13% 1
2022
Q2 		$360M Sell
24,801,284
-1,059,424
-4% -$16.9M 15.36% 1
2022
Q1 		$484M Buy
25,860,708
+153,756
+0.6% +$2.8M 19.2% 1
2021
Q4 		$526M Sell
25,706,952
-78,912
-0.3% -$1.58M 21.64% 1
2021
Q3 		$477M Buy
25,785,864
+97,744
+0.4% +$1.86M 22.02% 1
2021
Q2 		$469M Buy
25,688,120
+300,800
+1% +$5.2M 21.98% 1
2021
Q1 		$412M Sell
25,387,320
-4,253,312
-14% -$69.2M 21.23% 1
2020
Q4 		$476M Sell
29,640,632
-3,684,808
-11% -$55.9M 24.48% 1
2020
Q3 		$480M Sell
33,325,440
-920,552
-3% -$12.8M 25.35% 1
2020
Q2 		$435M Buy
34,245,992
+2,310,960
+7% +$26.9M 24.55% 1
2020
Q1 		$318M Buy
31,935,032
+388,600
+1% +$4.43M 22.14% 1
2019
Q4 		$366M Sell
31,546,432
-377,264
-1% -$4.16M 21.56% 2
2019
Q3 		$335M Buy
31,923,696
+266,008
+0.8% +$2.8M 20.59% 2
2019
Q2 		$334M Buy
31,657,688
+800,744
+3% +$8.14M 21.59% 1
2019
Q1 		$306M Buy
30,856,944
+2,243,184
+8% +$21.2M 21.27% 1
2018
Q4 		$247M Sell
28,613,760
-563,520
-2% -$5.25M 18.59% 1
2018
Q3 		$299M Buy
29,177,280
+102,664
+0.4% +$1.02M 23.95% 1
2018
Q2 		$275M Buy
29,074,616
+737,144
+3% +$6.86M 24.6% 1
2018
Q1 		$254M Buy
28,337,472
+227,976
+0.8% +$2.1M 21.81% 1
2017
Q4 		$248M Sell
28,109,496
-5,462,384
-16% -$46.9M 22.75% 1
2017
Q3 		$277M Buy
33,571,880
+633,944
+2% +$5.14M 21.85% 1
2017
Q2 		$260M Buy
32,937,936
+909,672
+3% +$7.09M 21.92% 1
2017
Q1 		$242M Buy
32,028,264
+297,800
+0.9% +$2.2M 21.64% 1
2016
Q4 		$221M Buy
+31,730,464
New +$219M 23.62% 1

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Avantax Planning Partners's SCHG Position: Q1 2026 in Review

Avantax Planning Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.95% in Q1 2026, buying an estimated $4.38M and bringing the position to 15,031,527 shares worth $438M. The position accounts for 12.02% of the portfolio, ranked #1.

Avantax Planning Partners first reported a position in SCHG in Q4 2016 and has held it in 38 quarters since. The position peaked at $526M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Avantax Planning Partners held 15,031,527 shares of Schwab US Large-Cap Growth ETF worth $438M as of Q1 2026.
  • Avantax Planning Partners bought 140,994 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.38M.
  • Schwab US Large-Cap Growth ETF made up 12.02% of Avantax Planning Partners's portfolio in Q1 2026, its #1 holding.
  • Avantax Planning Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Schwab US Large-Cap Growth ETF position peaked at $526M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.