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

Falcon Wealth 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	$451K	Sell	13,336 -969	-7%	-$32.1K	0.03%	152
2026 Q1	$417K	Buy	14,305 +1,069	+8%	+$33.2K	0.03%	146
2025 Q4	$432K	Buy	13,236 +193	+1%	+$6.28K	0.04%	131
2025 Q3	$416K	Buy	13,043 +3,513	+37%	+$107K	0.04%	123
2025 Q2	$278K	Sell	9,530 -523	-5%	-$13.8K	0.03%	142
2025 Q1	$252K	Sell	10,053 -928	-8%	-$25.4K	0.03%	149
2024 Q4	$306K	Buy	+10,981	New	+$300K	0.03%	131

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

Falcon Wealth Planning's SCHG Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.8% in Q2 2026, selling an estimated $32.1K and leaving 13,336 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #152.

Falcon Wealth Planning first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Falcon Wealth Planning held 13,336 shares of Schwab US Large-Cap Growth ETF worth $451K as of Q2 2026.
Falcon Wealth Planning sold 969 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $32.1K.
Schwab US Large-Cap Growth ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #152 holding.
Falcon Wealth Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.