Center for Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Center for 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	$32.2K	Hold	951	–	–	﹤0.01%	378
2026 Q1	$27.7K	Buy	+951	New	+$29.6K	﹤0.01%	378
2025 Q3	–	Sell	-4,569	Closed	-$133K	–	696
2025 Q2	$133K	Hold	4,569	–	–	0.02%	191
2025 Q1	$114K	Buy	+4,569	New	+$125K	0.01%	192
2020 Q2	–	Sell	-104	Closed	-$1K	–	551
2020 Q1	$1K	Buy	+104	New	+$1.19K	﹤0.01%	547

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Center for Financial Planning's SCHG Position: Q2 2026 in Review

Center for Financial Planning held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 951 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Center for Financial Planning first reported a position in SCHG in Q1 2020 and has held it in 5 quarters since. The position peaked at $133K in Q2 2025. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Center for Financial Planning held 951 shares of Schwab US Large-Cap Growth ETF worth $32.2K as of Q2 2026.
Center for Financial Planning left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #378 holding.
Center for Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 5 quarters since.
Center for Financial Planning's Schwab US Large-Cap Growth ETF position peaked at $133K in Q2 2025.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.