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

Investment Planning Advisors’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	$442K	Buy	12,294 +2	+0%	+$70	0.1%	77
2026 Q2	$416K	Buy	12,292 +1,770	+17%	+$58.7K	0.1%	80
2026 Q1	$307K	Buy	10,522 +2,288	+28%	+$71.1K	0.08%	84
2025 Q4	$269K	Sell	8,234 -161	-2%	-$5.24K	0.08%	81
2025 Q3	$268K	Sell	8,395 -60	-0.7%	-$1.83K	0.08%	78
2025 Q2	$247K	Buy	+8,455	New	+$224K	0.09%	70
2025 Q1	–	Sell	-7,925	Closed	-$221K	–	72
2024 Q4	$221K	Buy	+7,925	New	+$217K	0.1%	61

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Investment Planning Advisors's SCHG Position: Q3 2026 in Review

Investment Planning Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.02% in Q3 2026, buying an estimated $70 and bringing the position to 12,294 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #77.

Investment Planning Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Investment Planning Advisors held 12,294 shares of Schwab US Large-Cap Growth ETF worth $442K as of Q3 2026.
Investment Planning Advisors bought 2 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $70.
Schwab US Large-Cap Growth ETF made up 0.1% of Investment Planning Advisors's portfolio in Q3 2026, its #77 holding.
Investment Planning Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Investment Planning Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.