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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
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

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

Holistic Planning's SCHG Position: Q1 2026 in Review

Holistic Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q1 2026, buying an estimated $133K and bringing the position to 31,555 shares worth $919K. The position accounts for 0.18% of the portfolio, ranked #106.

Holistic Planning first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Holistic Planning held 31,555 shares of Schwab US Large-Cap Growth ETF worth $919K as of Q1 2026.
  • Holistic Planning bought 4,281 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $133K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Holistic Planning's portfolio in Q1 2026, its #106 holding.
  • Holistic Planning first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.