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

LifePlan Investment 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 		$3.96M Sell
117,166
-989
-0.8% -$32.8K 1.36% 26
2026
Q1 		$3.44M Buy
118,155
+5,447
+5% +$169K 1.35% 28
2025
Q4 		$3.68M Buy
112,708
+284
+0.3% +$9.24K 1.5% 27
2025
Q3 		$3.59M Sell
112,424
-1,240
-1% -$37.8K 1.5% 25
2025
Q2 		$3.32M Sell
113,664
-1,098
-1% -$29K 1.65% 22
2025
Q1 		$2.87M Sell
114,762
-1,916
-2% -$52.5K 1.65% 25
2024
Q4 		$3.25M Sell
116,678
-6,142
-5% -$168K 2.01% 19
2024
Q3 		$3.2M Sell
122,820
-752
-0.6% -$18.9K 2.05% 20
2024
Q2 		$3.12M Buy
123,572
+3,840
+3% +$90.6K 2.25% 16
2024
Q1 		$2.78M Sell
119,732
-15,608
-12% -$345K 2.21% 18
2023
Q4 		$2.81M Buy
135,340
+1,392
+1% +$26.9K 2.57% 13
2023
Q3 		$2.44M Sell
133,948
-21,840
-14% -$411K 2.59% 14
2023
Q2 		$2.92M Buy
+155,788
New +$2.67M 3.26% 10

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

LifePlan Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.84% in Q2 2026, selling an estimated $32.8K and leaving 117,166 shares worth $3.96M. The position accounts for 1.36% of the portfolio, ranked #26.

LifePlan Investment Advisors first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • LifePlan Investment Advisors held 117,166 shares of Schwab US Large-Cap Growth ETF worth $3.96M as of Q2 2026.
  • LifePlan Investment Advisors sold 989 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $32.8K.
  • Schwab US Large-Cap Growth ETF made up 1.36% of LifePlan Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • LifePlan Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.