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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
Q2 		$6.95M Sell
205,517
-41,146
-17% -$1.36M 2.58% 9
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

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

Game Plan Financial Advisors's SCHG Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q2 2026, selling an estimated $1.36M and leaving 205,517 shares worth $6.95M. The position accounts for 2.58% of the portfolio, ranked #9.

Game Plan Financial Advisors first reported a position in SCHG in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.19M in Q1 2026. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Game Plan Financial Advisors held 205,517 shares of Schwab US Large-Cap Growth ETF worth $6.95M as of Q2 2026.
  • Game Plan Financial Advisors sold 41,146 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.36M.
  • Schwab US Large-Cap Growth ETF made up 2.58% of Game Plan Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Game Plan Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Game Plan Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $7.19M in Q1 2026.
  • 1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.