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Cassady Wealth & Retirement Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cassady Wealth & Retirement 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
Q1 		$6.25M Buy
189,783
+5,438
+3% +$169K 3.23% 6
2025
Q4 		$6.01M Buy
+184,345
New +$6M 3.92% 3

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

Cassady Wealth & Retirement Planning's SCHG Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.9% in Q1 2026, buying an estimated $169K and bringing the position to 189,783 shares worth $6.25M. The position accounts for 3.23% of the portfolio, ranked #6.

Cassady Wealth & Retirement Planning first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 189,783 shares of Schwab US Large-Cap Growth ETF worth $6.25M as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 5,438 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $169K.
  • Schwab US Large-Cap Growth ETF made up 3.23% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #6 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.