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 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 $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Investment Planning Advisors's SCHG Position: Q2 2026 in Review

Investment Planning Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q2 2026, buying an estimated $58.7K and bringing the position to 12,292 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #80.

Investment Planning Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Investment Planning Advisors held 12,292 shares of Schwab US Large-Cap Growth ETF worth $416K as of Q2 2026.
Investment Planning Advisors bought 1,770 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $58.7K.
Schwab US Large-Cap Growth ETF made up 0.1% of Investment Planning Advisors's portfolio in Q2 2026, its #80 holding.
Investment Planning Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
543 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.