BFC Planning, Inc.’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BFC Planning, Inc.’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	$3.67M	Sell	108,572 -4,232	-4%	-$140K	0.15%	149
2026 Q1	$3.29M	Sell	112,804 -4,703	-4%	-$146K	0.15%	143
2025 Q4	$3.83M	Buy	117,507 +11,978	+11%	+$390K	0.17%	120
2025 Q3	$3.37M	Buy	105,529 +644	+0.6%	+$19.6K	0.24%	78
2025 Q2	$3.06M	Sell	104,885 -6,941	-6%	-$184K	0.24%	84
2025 Q1	$2.8M	Buy	111,826 +34,165	+44%	+$936K	0.25%	89
2024 Q4	$2.16M	Buy	+77,661	New	+$2.12M	0.18%	100

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 17.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s SCHG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.8% in Q2 2026, selling an estimated $140K and leaving 108,572 shares worth $3.67M. The position accounts for 0.15% of the portfolio, ranked #149.

BFC Planning, Inc. first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.83M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

BFC Planning, Inc. held 108,572 shares of Schwab US Large-Cap Growth ETF worth $3.67M as of Q2 2026.
BFC Planning, Inc. sold 4,232 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $140K.
Schwab US Large-Cap Growth ETF made up 0.15% of BFC Planning, Inc.'s portfolio in Q2 2026, its #149 holding.
BFC Planning, Inc. first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Schwab US Large-Cap Growth ETF position peaked at $3.83M in Q4 2025.
1,681 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.