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 Q2	$1.19M	Buy	35,245 +3,577	+11%	+$119K	0.13%	91
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blueprint Financial Advisors's SCHG Position: Q2 2026 in Review

Blueprint Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $119K and bringing the position to 35,245 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #91.

Blueprint Financial Advisors first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Blueprint Financial Advisors held 35,245 shares of Schwab US Large-Cap Growth ETF worth $1.19M as of Q2 2026.
Blueprint Financial Advisors bought 3,577 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $119K.
Schwab US Large-Cap Growth ETF made up 0.13% of Blueprint Financial Advisors's portfolio in Q2 2026, its #91 holding.
Blueprint Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.