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Blom & Howell Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Blom & Howell Financial Planning’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
Q2 		$11.9M Buy
351,261
+38,857
+12% +$1.29M 9.9% 1
2026
Q1 		$9.1M Buy
312,404
+51,813
+20% +$1.61M 8.94% 2
2025
Q4 		$8.5M Buy
+260,591
New +$8.48M 8.45% 2

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blom & Howell Financial Planning's SCHG Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, buying an estimated $1.29M and bringing the position to 351,261 shares worth $11.9M. The position accounts for 9.9% of the portfolio, ranked #1.

Blom & Howell Financial Planning first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Blom & Howell Financial Planning held 351,261 shares of Schwab US Large-Cap Growth ETF worth $11.9M as of Q2 2026.
  • Blom & Howell Financial Planning bought 38,857 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.29M.
  • Schwab US Large-Cap Growth ETF made up 9.9% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Blom & Howell Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.