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

Defined Financial 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
2025
Q3 		$14.2M Buy
436,270
+44,566
+11% +$1.36M 11.77% 1
2025
Q2 		$11.5M Buy
391,704
+47,199
+14% +$1.25M 10.25% 1
2025
Q1 		$8.7M Buy
344,505
+71,007
+26% +$1.94M 8.81% 1
2024
Q4 		$7.62M Buy
+273,498
New +$7.48M 8.14% 2

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Defined Financial Planning's SCHG Position: Q3 2025 in Review

Defined Financial Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q3 2025, buying an estimated $1.36M and bringing the position to 436,270 shares worth $14.2M. The position accounts for 11.77% of the portfolio, ranked #1.

Defined Financial Planning first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Defined Financial Planning held 436,270 shares of Schwab US Large-Cap Growth ETF worth $14.2M as of Q3 2025.
  • Defined Financial Planning bought 44,566 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $1.36M.
  • Schwab US Large-Cap Growth ETF made up 11.77% of Defined Financial Planning's portfolio in Q3 2025, its #1 holding.
  • Defined Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.