Investments & Financial Planning LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Investments & Financial Planning LLC’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	$390K	Buy	13,391 +1,505	+13%	+$46.8K	0.21%	29
2025 Q4	$388K	Buy	11,886 +2,601	+28%	+$84.6K	0.21%	29
2025 Q3	$296K	Sell	9,285 -74	-0.8%	-$2.25K	0.16%	31
2025 Q2	$273K	Sell	9,359 -99	-1%	-$2.62K	0.16%	31
2025 Q1	$237K	Buy	9,458 +1	+0%	+$27	0.15%	32
2024 Q4	$264K	Buy	9,457 +1	+0%	+$27	0.16%	30
2024 Q3	$246K	Buy	9,456 +4	+0%	+$101	0.16%	32
2024 Q2	$238K	Hold	9,452	–	–	0.16%	32
2024 Q1	$219K	Buy	+9,452	New	+$209K	0.15%	32

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Investments & Financial Planning LLC's SCHG Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2026, buying an estimated $46.8K and bringing the position to 13,391 shares worth $390K. The position accounts for 0.21% of the portfolio, ranked #29.

Investments & Financial Planning LLC first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Investments & Financial Planning LLC held 13,391 shares of Schwab US Large-Cap Growth ETF worth $390K as of Q1 2026.
Investments & Financial Planning LLC bought 1,505 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $46.8K.
Schwab US Large-Cap Growth ETF made up 0.21% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #29 holding.
Investments & Financial Planning LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.