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 Q2	$450K	Sell	13,299 -92	-0.7%	-$3.05K	0.21%	26
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Investments & Financial Planning LLC's SCHG Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.69% in Q2 2026, selling an estimated $3.05K and leaving 13,299 shares worth $450K. The position accounts for 0.21% of the portfolio, ranked #26.

Investments & Financial Planning LLC first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Investments & Financial Planning LLC held 13,299 shares of Schwab US Large-Cap Growth ETF worth $450K as of Q2 2026.
Investments & Financial Planning LLC sold 92 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.05K.
Schwab US Large-Cap Growth ETF made up 0.21% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #26 holding.
Investments & Financial Planning LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.