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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

LifePlan Investment Advisors's SCHG Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.8% in Q1 2026, buying an estimated $169K and bringing the position to 118,155 shares worth $3.44M. The position accounts for 1.35% of the portfolio, ranked #28.

LifePlan Investment Advisors first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.68M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • LifePlan Investment Advisors held 118,155 shares of Schwab US Large-Cap Growth ETF worth $3.44M as of Q1 2026.
  • LifePlan Investment Advisors bought 5,447 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $169K.
  • Schwab US Large-Cap Growth ETF made up 1.35% of LifePlan Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • LifePlan Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • LifePlan Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.68M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.