Next Level Wealth Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Next Level Wealth 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 Q2	$16.3M	Buy	480,417 +17,942	+4%	+$595K	7.16%	5
2026 Q1	$13.5M	Buy	462,475 +10,935	+2%	+$340K	6.92%	5
2025 Q4	$14.7M	Buy	451,540 +7,783	+2%	+$253K	7.84%	5
2025 Q3	$14.2M	Buy	443,757 +19,641	+5%	+$599K	7.99%	5
2025 Q2	$12.4M	Buy	424,116 +36,947	+10%	+$977K	7.93%	5
2025 Q1	$9.69M	Buy	387,169 +17,056	+5%	+$467K	7.34%	6
2024 Q4	$10.3M	Buy	+370,113	New	+$10.1M	8.11%	4

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

Next Level Wealth Planning's SCHG Position: Q2 2026 in Review

Next Level Wealth Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.9% in Q2 2026, buying an estimated $595K and bringing the position to 480,417 shares worth $16.3M. The position accounts for 7.16% of the portfolio, ranked #5.

Next Level Wealth Planning first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Next Level Wealth Planning held 480,417 shares of Schwab US Large-Cap Growth ETF worth $16.3M as of Q2 2026.
Next Level Wealth Planning bought 17,942 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $595K.
Schwab US Large-Cap Growth ETF made up 7.16% of Next Level Wealth Planning's portfolio in Q2 2026, its #5 holding.
Next Level Wealth Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.