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Holistic Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Holistic Planning’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 		$959K Sell
28,327
-3,228
-10% -$107K 0.15% 136
2026
Q1 		$919K Buy
31,555
+4,281
+16% +$133K 0.18% 106
2025
Q4 		$890K Buy
27,274
+15,000
+122% +$488K 0.19% 102
2025
Q3 		$392K Buy
12,274
+1,520
+14% +$46.3K 0.1% 151
2025
Q2 		$314K Buy
10,754
+1,000
+10% +$26.4K 0.09% 169
2025
Q1 		$244K Sell
9,754
-850
-8% -$23.3K 0.08% 160
2024
Q4 		$296K Buy
10,604
+2,200
+26% +$60.2K 0.11% 134
2024
Q3 		$219K Buy
+8,404
New +$211K 0.09% 146

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

Holistic Planning's SCHG Position: Q2 2026 in Review

Holistic Planning reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, selling an estimated $107K and leaving 28,327 shares worth $959K. The position accounts for 0.15% of the portfolio, ranked #136.

Holistic Planning first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Holistic Planning held 28,327 shares of Schwab US Large-Cap Growth ETF worth $959K as of Q2 2026.
  • Holistic Planning sold 3,228 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $107K.
  • Schwab US Large-Cap Growth ETF made up 0.15% of Holistic Planning's portfolio in Q2 2026, its #136 holding.
  • Holistic Planning first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.