Ignite Planners
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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
Q3 		$32.3M Sell
895,801
-40,279
-4% -$1.41M 4.2% 2
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 +$9.5M 4.24% 2

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
HRC Wealth Management
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Ignite Planners's SCHG Position: Q3 2026 in Review

Ignite Planners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.3% in Q3 2026, selling an estimated $1.41M and leaving 895,801 shares worth $32.3M. The position accounts for 4.2% of the portfolio, ranked #2.

Ignite Planners first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Ignite Planners held 895,801 shares of Schwab US Large-Cap Growth ETF worth $32.3M as of Q3 2026.
  • Ignite Planners sold 40,279 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.41M.
  • Schwab US Large-Cap Growth ETF made up 4.2% of Ignite Planners's portfolio in Q3 2026, its #2 holding.
  • Ignite Planners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 478 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.