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

Comprehensive 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	$2.7M	Sell	79,876 -2,021	-2%	-$67K	1.44%	21
2026 Q1	$2.39M	Buy	81,897 +5,743	+8%	+$179K	1.65%	16
2025 Q4	$2.48M	Buy	76,154 +1,581	+2%	+$51.4K	1.64%	16
2025 Q3	$2.38M	Buy	74,573 +15,765	+27%	+$480K	1.63%	15
2025 Q2	$1.72M	Buy	58,808 +55	+0.1%	+$1.45K	1.35%	21
2025 Q1	$1.47M	Sell	58,753 -84,109	-59%	-$2.3M	1.43%	22
2024 Q4	$3.98M	Buy	+142,862	New	+$3.91M	3.36%	8

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

Comprehensive Financial Planning's SCHG Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q2 2026, selling an estimated $67K and leaving 79,876 shares worth $2.7M. The position accounts for 1.44% of the portfolio, ranked #21.

Comprehensive Financial Planning first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q4 2024. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Comprehensive Financial Planning held 79,876 shares of Schwab US Large-Cap Growth ETF worth $2.7M as of Q2 2026.
Comprehensive Financial Planning sold 2,021 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $67K.
Schwab US Large-Cap Growth ETF made up 1.44% of Comprehensive Financial Planning's portfolio in Q2 2026, its #21 holding.
Comprehensive Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Schwab US Large-Cap Growth ETF position peaked at $3.98M in Q4 2024.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.