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Ignite Planners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ignite Planners’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 		$31.7M Buy
936,080
+5,147
+0.6% +$171K 4.35% 1
2026
Q1 		$27.1M Sell
930,933
-17,328
-2% -$539K 4.18% 1
2025
Q4 		$30.3M Buy
948,261
+30,433
+3% +$990K 4.64% 1
2025
Q3 		$29.3M Buy
917,828
+45,692
+5% +$1.39M 4.8% 1
2025
Q2 		$25.9M Sell
872,136
-3,931
-0.4% -$104K 4.52% 1
2025
Q1 		$22.5M Sell
876,067
-30,777
-3% -$843K 4.41% 2
2024
Q4 		$25.7M Sell
906,844
-7,588
-0.8% -$208K 5.63% 1
2024
Q3 		$23.8M Buy
914,432
+4,404
+0.5% +$111K 5.46% 1
2024
Q2 		$23.7M Buy
910,028
+19,520
+2% +$460K 5.79% 1
2024
Q1 		$20.7M Buy
890,508
+37,156
+4% +$822K 5.79% 1
2023
Q4 		$17.4M Buy
853,352
+57,028
+7% +$1.1M 5.18% 2
2023
Q3 		$14.5M Buy
796,324
+147,900
+23% +$2.78M 4.44% 2
2023
Q2 		$12M Sell
648,424
-21,968
-3% -$377K 4.62% 2
2023
Q1 		$10.9M Buy
670,392
+8,156
+1% +$124K 4.46% 2
2022
Q4 		$10.1M Buy
+662,236
New +$9.52M 4.24% 2

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

Ignite Planners's SCHG Position: Q2 2026 in Review

Ignite Planners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.55% in Q2 2026, buying an estimated $171K and bringing the position to 936,080 shares worth $31.7M. The position accounts for 4.35% of the portfolio, ranked #1.

Ignite Planners first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Ignite Planners held 936,080 shares of Schwab US Large-Cap Growth ETF worth $31.7M as of Q2 2026.
  • Ignite Planners bought 5,147 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $171K.
  • Schwab US Large-Cap Growth ETF made up 4.35% of Ignite Planners's portfolio in Q2 2026, its #1 holding.
  • Ignite Planners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.