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Blueprint Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Blueprint Financial Advisors’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 		$922K Buy
31,668
+132
+0.4% +$4.1K 0.14% 71
2025
Q4 		$1.03M Buy
31,536
+712
+2% +$23.2K 0.16% 73
2025
Q3 		$984K Buy
+30,824
New +$939K 0.21% 71

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 $11.5B AUM 18.82% 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

Blueprint Financial Advisors's SCHG Position: Q1 2026 in Review

Blueprint Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.42% in Q1 2026, buying an estimated $4.1K and bringing the position to 31,668 shares worth $922K. The position accounts for 0.14% of the portfolio, ranked #71.

Blueprint Financial Advisors first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Blueprint Financial Advisors held 31,668 shares of Schwab US Large-Cap Growth ETF worth $922K as of Q1 2026.
  • Blueprint Financial Advisors bought 132 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.1K.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Blueprint Financial Advisors's portfolio in Q1 2026, its #71 holding.
  • Blueprint Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Blueprint Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.03M in Q4 2025.
  • 1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.