Cornerstone Planning Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cornerstone Planning Group’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	$4.73M	Buy	138,794 +6,703	+5%	+$222K	0.6%	26
2026 Q1	$4.39M	Buy	132,091 +129,159	+4,405%	+$4.02M	0.59%	27
2025 Q4	$95.3K	Buy	2,932 +2,770	+1,710%	+$90.1K	0.01%	218
2025 Q3	$4.76K	Sell	162 -1,086	-87%	-$33.1K	﹤0.01%	962
2025 Q2	$37.3K	Buy	1,248 +1,102	+755%	+$29.1K	0.01%	290
2025 Q1	$3.54K	Buy	+146	New	+$4K	﹤0.01%	828

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

Cornerstone Planning Group's SCHG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.1% in Q2 2026, buying an estimated $222K and bringing the position to 138,794 shares worth $4.73M. The position accounts for 0.6% of the portfolio, ranked #26.

Cornerstone Planning Group first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cornerstone Planning Group held 138,794 shares of Schwab US Large-Cap Growth ETF worth $4.73M as of Q2 2026.
Cornerstone Planning Group bought 6,703 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $222K.
Schwab US Large-Cap Growth ETF made up 0.6% of Cornerstone Planning Group's portfolio in Q2 2026, its #26 holding.
Cornerstone Planning Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.