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

Financial Planning Fort Collins’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 		– Sell
-12,392
Closed -$408K – 34
2026
Q1 		$408K Sell
12,392
-824
-6% -$25.6K 0.31% 25
2025
Q4 		$431K Buy
+13,216
New +$430K 0.38% 23

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Planning Fort Collins's SCHG Position: Q2 2026 in Review

Financial Planning Fort Collins sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 12,392 shares — an estimated $408K sold.

Financial Planning Fort Collins first reported a position in SCHG in Q4 2025 and held it in 2 quarters. The position peaked at $431K in Q4 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Financial Planning Fort Collins reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Planning Fort Collins sold 12,392 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $408K.
  • Financial Planning Fort Collins first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Financial Planning Fort Collins's Schwab US Large-Cap Growth ETF position peaked at $431K in Q4 2025.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.