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 Q3	$5.18M	Buy	141,068 +2,274	+2%	+$79.7K	0.64%	26
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	$95.2K	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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's SCHG Position: Q3 2026 in Review

Cornerstone Planning Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q3 2026, buying an estimated $79.7K and bringing the position to 141,068 shares worth $5.18M. The position accounts for 0.64% of the portfolio, ranked #26.

Cornerstone Planning Group first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Cornerstone Planning Group held 141,068 shares of Schwab US Large-Cap Growth ETF worth $5.18M as of Q3 2026.
Cornerstone Planning Group bought 2,274 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $79.7K.
Schwab US Large-Cap Growth ETF made up 0.64% of Cornerstone Planning Group's portfolio in Q3 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 7 quarters since.
457 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.