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Game Plan Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Game Plan Financial Advisors’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
Q1 		$7.19M Buy
246,663
+127,625
+107% +$3.97M 3.23% 8
2025
Q4 		$3.2M Sell
119,038
-325
-0.3% -$10.6K 1.29% 25
2025
Q3 		$3.14M Sell
119,363
-4,620
-4% -$141K 1.3% 30
2025
Q2 		$3.03M Sell
123,983
-139,332
-53% -$3.68M 1.32% 30
2025
Q1 		$6.59M Buy
263,315
+140,651
+115% +$3.85M 3.2% 8
2024
Q4 		$2.85M Sell
122,664
-143,816
-54% -$3.93M 1.35% 28
2024
Q3 		$6.94M Sell
266,480
-2,352
-0.9% -$59.2K 3.36% 5
2024
Q2 		$6.78M Buy
268,832
+5,308
+2% +$125K 3.34% 5
2024
Q1 		$6.11M Sell
263,524
-4,720
-2% -$104K 3.09% 5
2023
Q4 		$5.56M Buy
+268,244
New +$5.19M 3.19% 5
2022
Q4 		$3.57M Sell
257,156
-356
-0.1% -$5.12K 2.94% 6
2022
Q3 		$3.59M Sell
257,512
-656
-0.3% -$10.3K 3.03% 7
2022
Q2 		$3.72M Sell
258,168
-4,428
-2% -$70.8K 2.99% 8
2022
Q1 		$4.91M Sell
262,596
-27,588
-10% -$503K 2.93% 5
2021
Q4 		$5.94M Buy
290,184
+520
+0.2% +$10.4K 3.18% 5
2021
Q3 		$5.36M Sell
289,664
-13,216
-4% -$252K 3.2% 6
2021
Q2 		$5.53M Sell
302,880
-11,608
-4% -$201K 3.29% 6
2021
Q1 		$5.13M Sell
314,488
-18,520
-6% -$301K 3.31% 5
2020
Q4 		$5.34M Buy
333,008
+41,968
+14% +$636K 3.8% 4
2020
Q3 		$4.19M Buy
+291,040
New +$4.06M 4.2% 5
2020
Q2 		– Sell
-406,728
Closed -$4.06M – 84
2020
Q1 		$4.06M Buy
406,728
+69,048
+20% +$788K 4.78% 3
2019
Q4 		$3.92M Buy
+337,680
New +$3.72M 3.67% 6

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Game Plan Financial Advisors's SCHG Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 107% in Q1 2026, buying an estimated $3.97M and bringing the position to 246,663 shares worth $7.19M. The position accounts for 3.23% of the portfolio, ranked #8.

Game Plan Financial Advisors first reported a position in SCHG in Q4 2019 and has held it in 22 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Game Plan Financial Advisors held 246,663 shares of Schwab US Large-Cap Growth ETF worth $7.19M as of Q1 2026.
  • Game Plan Financial Advisors bought 127,625 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.97M.
  • Schwab US Large-Cap Growth ETF made up 3.23% of Game Plan Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • Game Plan Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.