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

Elser 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
2026 Q2	$1.09M	Buy	32,277 +17	+0.1%	+$563	0.05%	48
2026 Q1	$939K	Buy	32,260 +26	+0.1%	+$808	0.05%	49
2025 Q4	$1.05M	Buy	32,234 +47	+0.1%	+$1.53K	0.76%	22
2025 Q3	$1.04M	Buy	32,187 +75	+0.2%	+$2.29K	1.25%	18
2025 Q2	$938K	Buy	32,112 +10,928	+52%	+$289K	1.17%	18
2025 Q1	$530K	Hold	21,184	–	–	0.73%	28
2024 Q4	$590K	Hold	21,184	–	–	0.04%	52
2024 Q3	$552K	Buy	+21,184	New	+$533K	0.8%	23

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

Elser Financial Planning's SCHG Position: Q2 2026 in Review

Elser Financial Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.05% in Q2 2026, buying an estimated $563 and bringing the position to 32,277 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #48.

Elser Financial Planning first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Elser Financial Planning held 32,277 shares of Schwab US Large-Cap Growth ETF worth $1.09M as of Q2 2026.
Elser Financial Planning bought 17 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $563.
Schwab US Large-Cap Growth ETF made up 0.05% of Elser Financial Planning's portfolio in Q2 2026, its #48 holding.
Elser Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.