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Plan A Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Plan A Wealth’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
Q3 		$512K Buy
14,242
+1,707
+14% +$59.8K 0.18% 81
2026
Q2 		$424K Buy
12,535
+198
+2% +$6.56K 0.18% 92
2026
Q1 		$359K Buy
12,337
+2,499
+25% +$77.7K 0.17% 104
2025
Q4 		$321K Buy
9,838
+11
+0.1% +$358 0.16% 117
2025
Q3 		$314K Buy
9,827
+871
+10% +$26.5K 0.16% 110
2025
Q2 		$262K Buy
+8,956
New +$237K 0.15% 122

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Plan A Wealth's SCHG Position: Q3 2026 in Review

Plan A Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q3 2026, buying an estimated $59.8K and bringing the position to 14,242 shares worth $512K. The position accounts for 0.18% of the portfolio, ranked #81.

Plan A Wealth first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Plan A Wealth held 14,242 shares of Schwab US Large-Cap Growth ETF worth $512K as of Q3 2026.
  • Plan A Wealth bought 1,707 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $59.8K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Plan A Wealth's portfolio in Q3 2026, its #81 holding.
  • Plan A Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.