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

Creative 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
Q1 		$95.8M Sell
3,287,294
-927,245
-22% -$28.8M 0.07% 134
2025
Q4 		$137M Buy
4,214,539
+2,235,456
+113% +$72.7M 0.1% 93
2025
Q3 		$63.2M Buy
1,979,083
+105,011
+6% +$3.2M 0.05% 156
2025
Q2 		$54.7M Sell
1,874,072
-7,411
-0.4% -$196K 0.05% 157
2025
Q1 		$47.1M Buy
1,881,483
+54,381
+3% +$1.49M 0.04% 167
2024
Q4 		$50.9M Sell
1,827,102
-17,730
-1% -$485K 0.05% 144
2024
Q3 		$48M Sell
1,844,832
-48,640
-3% -$1.22M 0.05% 147
2024
Q2 		$47.7M Buy
1,893,472
+38,104
+2% +$899K 0.05% 139
2024
Q1 		$43M Sell
1,855,368
-158,368
-8% -$3.5M 0.05% 153
2023
Q4 		$41.8M Sell
2,013,736
-204,584
-9% -$3.96M 0.08% 143
2023
Q3 		$40.3M Buy
2,218,320
+344,036
+18% +$6.48M 0.05% 149
2023
Q2 		$35.1M Sell
1,874,284
-39,700
-2% -$681K 0.05% 153
2023
Q1 		$31.2M Sell
1,913,984
-532,020
-22% -$8.07M 0.04% 160
2022
Q4 		$34M Buy
2,446,004
+868,052
+55% +$12.5M 0.05% 146
2022
Q3 		$22M Buy
1,577,952
+4,792
+0.3% +$75.1K 0.04% 175
2022
Q2 		$22.8M Buy
1,573,160
+79,652
+5% +$1.27M 0.04% 181
2022
Q1 		$27.9M Buy
1,493,508
+484,428
+48% +$8.83M 0.04% 159
2021
Q4 		$20.7M Sell
1,009,080
-86,248
-8% -$1.72M 0.03% 182
2021
Q3 		$20.3M Sell
1,095,328
-94,608
-8% -$1.8M 0.04% 176
2021
Q2 		$21.7M Buy
1,189,936
+532,568
+81% +$9.21M 0.04% 164
2021
Q1 		$10.7M Sell
657,368
-30,664
-4% -$499K 0.02% 263
2020
Q4 		$11M Buy
688,032
+40,088
+6% +$608K 0.02% 240
2020
Q3 		$9.33M Buy
647,944
+399,752
+161% +$5.57M 0.02% 220
2020
Q2 		$3.15M Buy
248,192
+15,600
+7% +$182K 0.01% 371
2020
Q1 		$2.32M Buy
232,592
+24,072
+12% +$275K 0.01% 388
2019
Q4 		$2.42M Buy
208,520
+17,536
+9% +$193K 0.01% 454
2019
Q3 		$2.01M Buy
190,984
+13,144
+7% +$139K 0.01% 489
2019
Q2 		$1.85M Sell
177,840
-8,384
-5% -$85.2K 0.01% 525
2019
Q1 		$1.85M Buy
186,224
+19,792
+12% +$187K 0.01% 491
2018
Q4 		$1.43M Buy
166,432
+21,352
+15% +$199K 0.01% 520
2018
Q3 		$1.49M Buy
145,080
+30,984
+27% +$309K 0.01% 580
2018
Q2 		$1.08M Buy
114,096
+5,984
+6% +$55.7K ﹤0.01% 710
2018
Q1 		$969K Buy
108,112
+14,344
+15% +$132K ﹤0.01% 758
2017
Q4 		$829K Sell
93,768
-480
-0.5% -$4.13K ﹤0.01% 829
2017
Q3 		$778K Buy
94,248
+5,400
+6% +$43.8K ﹤0.01% 828
2017
Q2 		$702K Buy
88,848
+6,008
+7% +$46.8K ﹤0.01% 848
2017
Q1 		$626K Buy
82,840
+23,544
+40% +$174K ﹤0.01% 874
2016
Q4 		$414K Buy
59,296
+3,976
+7% +$27.5K ﹤0.01% 1020
2016
Q3 		$384K Buy
55,320
+3,040
+6% +$20.9K ﹤0.01% 1037
2016
Q2 		$343K Sell
52,280
-1,176
-2% -$7.73K ﹤0.01% 962
2016
Q1 		$350K Sell
53,456
-520
-1% -$3.22K ﹤0.01% 909
2015
Q4 		$356K Sell
53,976
-304
-0.6% -$2.03K ﹤0.01% 917
2015
Q3 		$339K Buy
+54,280
New +$361K ﹤0.01% 911
2015
Q2 		– Sell
-42,744
Closed -$288K – 2659
2015
Q1 		$288K Sell
42,744
-11,368
-21% -$75.3K ﹤0.01% 1018
2014
Q4 		$350K Buy
54,112
+12,800
+31% +$80.6K ﹤0.01% 861
2014
Q3 		$254K Buy
41,312
+10,088
+32% +$62.1K ﹤0.01% 947
2014
Q2 		$189K Hold
31,224
– – ﹤0.01% 1060
2014
Q1 		$180K Hold
31,224
– – ﹤0.01% 1052
2013
Q4 		$177K Buy
+31,224
New +$169K ﹤0.01% 923

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

Creative Planning's SCHG Position: Q1 2026 in Review

Creative Planning reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q1 2026, selling an estimated $28.8M and leaving 3,287,294 shares worth $95.8M. The position accounts for 0.07% of the portfolio, ranked #134.

Creative Planning first reported a position in SCHG in Q4 2013 and has held it in 49 quarters since. The position peaked at $137M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Creative Planning held 3,287,294 shares of Schwab US Large-Cap Growth ETF worth $95.8M as of Q1 2026.
  • Creative Planning sold 927,245 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $28.8M.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Creative Planning's portfolio in Q1 2026, its #134 holding.
  • Creative Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 and has held it in 49 quarters since.
  • Creative Planning's Schwab US Large-Cap Growth ETF position peaked at $137M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.