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

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return