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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
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

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

Cornerstone Planning Group's SCHG Position: Q1 2026 in Review

Cornerstone Planning Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4,405% in Q1 2026, buying an estimated $4.02M and bringing the position to 132,091 shares worth $4.39M. The position accounts for 0.59% of the portfolio, ranked #27.

Cornerstone Planning Group first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cornerstone Planning Group held 132,091 shares of Schwab US Large-Cap Growth ETF worth $4.39M as of Q1 2026.
  • Cornerstone Planning Group bought 129,159 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.02M.
  • Schwab US Large-Cap Growth ETF made up 0.59% of Cornerstone Planning Group's portfolio in Q1 2026, its #27 holding.
  • Cornerstone Planning Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.