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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
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

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

Ignite Planners's SCHG Position: Q1 2026 in Review

Ignite Planners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q1 2026, selling an estimated $539K and leaving 930,933 shares worth $27.1M. The position accounts for 4.18% of the portfolio, ranked #1.

Ignite Planners first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.3M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ignite Planners held 930,933 shares of Schwab US Large-Cap Growth ETF worth $27.1M as of Q1 2026.
  • Ignite Planners sold 17,328 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $539K.
  • Schwab US Large-Cap Growth ETF made up 4.18% of Ignite Planners's portfolio in Q1 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 14 quarters since.
  • Ignite Planners's Schwab US Large-Cap Growth ETF position peaked at $30.3M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.