Consolidated Planning Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Consolidated Planning Corp’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	$498K	Hold	14,719	–	–	0.07%	102
2026 Q1	$429K	Hold	14,719	–	–	0.07%	99
2025 Q4	$480K	Buy	14,719 +325	+2%	+$10.6K	0.05%	149
2025 Q3	$459K	Sell	14,394 -12	-0.1%	-$366	0.05%	147
2025 Q2	$421K	Buy	14,406 +66	+0.5%	+$1.75K	0.05%	144
2025 Q1	$359K	Hold	14,340	–	–	0.05%	146
2024 Q4	$400K	Hold	14,340	–	–	0.05%	145
2024 Q3	$373K	Hold	14,340	–	–	0.06%	144
2024 Q2	$362K	Hold	14,340	–	–	0.06%	130
2024 Q1	$332K	Sell	14,340 -416	-3%	-$9.2K	0.06%	129
2023 Q4	$306K	Hold	14,756	–	–	0.06%	121
2023 Q3	$268K	Buy	14,756 +416	+3%	+$7.83K	0.06%	128
2023 Q2	$269K	Hold	14,340	–	–	0.06%	141
2023 Q1	$234K	Buy	+14,340	New	+$218K	0.06%	110
2022 Q4	–	Sell	-14,340	Closed	-$200K	–	126
2022 Q3	$200K	Sell	14,340 -1,804	-11%	-$28.3K	0.06%	112
2022 Q2	$234K	Hold	16,144	–	–	0.07%	105
2022 Q1	$302K	Hold	16,144	–	–	0.21%	42
2021 Q4	$330K	Hold	16,144	–	–	0.21%	43
2021 Q3	$299K	Buy	+16,144	New	+$308K	0.19%	45

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

Consolidated Planning Corp's SCHG Position: Q2 2026 in Review

Consolidated Planning Corp held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 14,719 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #102.

Consolidated Planning Corp first reported a position in SCHG in Q3 2021 and has held it in 19 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Consolidated Planning Corp held 14,719 shares of Schwab US Large-Cap Growth ETF worth $498K as of Q2 2026.
Consolidated Planning Corp left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of Consolidated Planning Corp's portfolio in Q2 2026, its #102 holding.
Consolidated Planning Corp first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.