Financial Life Planners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Life Planners’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	$8.51K	Hold	251	–	–	0.01%	242
2026 Q1	$7.31K	Buy	+251	New	+$7.8K	0.01%	252
2025 Q4	–	Sell	-250	Closed	-$7.99K	–	277
2025 Q3	$7.99K	Buy	+250	New	+$7.62K	0.01%	258
2025 Q1	–	Sell	-250	Closed	-$6.96K	–	317
2024 Q4	$6.96K	Buy	+250	New	+$6.84K	0.01%	285

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

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

HWM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Financial Life Planners's SCHG Position: Q2 2026 in Review

Financial Life Planners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 251 shares worth $8.51K. The position accounts for 0.01% of the portfolio, ranked #242.

Financial Life Planners first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Financial Life Planners held 251 shares of Schwab US Large-Cap Growth ETF worth $8.51K as of Q2 2026.
Financial Life Planners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #242 holding.
Financial Life Planners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
495 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.