Mark Sheptoff Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mark Sheptoff Financial Planning’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	$5.85K	Hold	176	–	–	﹤0.01%	417
2025 Q4	$5.74K	Hold	176	–	–	﹤0.01%	414
2025 Q3	$5.62K	Hold	176	–	–	﹤0.01%	403
2025 Q2	$5.14K	Hold	176	–	–	﹤0.01%	395
2025 Q1	$4.41K	Hold	176	–	–	﹤0.01%	383
2024 Q4	$4.91K	Hold	176	–	–	﹤0.01%	368
2024 Q3	$4.58K	Hold	176	–	–	﹤0.01%	367
2024 Q2	$4.44K	Hold	176	–	–	﹤0.01%	369
2024 Q1	$4.08K	Hold	176	–	–	﹤0.01%	341
2023 Q4	$3.65K	Hold	176	–	–	﹤0.01%	342
2023 Q3	$3.2K	Hold	176	–	–	﹤0.01%	326
2023 Q2	$3.3K	Hold	176	–	–	﹤0.01%	330
2023 Q1	$2.87K	Hold	176	–	–	﹤0.01%	331
2022 Q4	$2.44K	Hold	176	–	–	﹤0.01%	343
2022 Q3	$2K	Hold	176	–	–	﹤0.01%	333
2022 Q2	$3K	Hold	176	–	–	﹤0.01%	327
2022 Q1	$3K	Hold	176	–	–	﹤0.01%	369
2021 Q4	$4K	Hold	176	–	–	﹤0.01%	378
2021 Q3	$3K	Hold	176	–	–	﹤0.01%	361
2021 Q2	$3K	Hold	176	–	–	﹤0.01%	387
2021 Q1	$3K	Hold	176	–	–	﹤0.01%	343
2020 Q4	$3K	Hold	176	–	–	﹤0.01%	323
2020 Q3	$3K	Hold	176	–	–	﹤0.01%	291
2020 Q2	$2K	Hold	176	–	–	﹤0.01%	330
2020 Q1	$2K	Buy	+176	New	+$2.01K	﹤0.01%	314
2019 Q4	–	Sell	-4,392	Closed	-$46K	–	376
2019 Q3	$46K	Hold	4,392	–	–	0.03%	150
2019 Q2	$46K	Hold	4,392	–	–	0.03%	161
2019 Q1	$44K	Hold	4,392	–	–	0.03%	160
2018 Q4	$38K	Hold	4,392	–	–	0.03%	149
2018 Q3	$45K	Hold	4,392	–	–	0.03%	172
2018 Q2	$42K	Hold	4,392	–	–	0.03%	171
2018 Q1	$39K	Hold	4,392	–	–	0.03%	179
2017 Q4	$39K	Hold	4,392	–	–	0.03%	187
2017 Q3	$36K	Buy	+4,392	New	+$35.6K	0.02%	197

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

Mark Sheptoff Financial Planning's SCHG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 176 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Mark Sheptoff Financial Planning first reported a position in SCHG in Q3 2017 and has held it in 34 quarters since. The position peaked at $46K in Q3 2019. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Mark Sheptoff Financial Planning held 176 shares of Schwab US Large-Cap Growth ETF worth $5.85K as of Q1 2026.
Mark Sheptoff Financial Planning left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #417 holding.
Mark Sheptoff Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 34 quarters since.
Mark Sheptoff Financial Planning's Schwab US Large-Cap Growth ETF position peaked at $46K in Q3 2019.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.