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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
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

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

Plan A Wealth's SCHG Position: Q2 2026 in Review

Plan A Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, buying an estimated $6.56K and bringing the position to 12,535 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #92.

Plan A Wealth first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Plan A Wealth held 12,535 shares of Schwab US Large-Cap Growth ETF worth $424K as of Q2 2026.
  • Plan A Wealth bought 198 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.56K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Plan A Wealth's portfolio in Q2 2026, its #92 holding.
  • Plan A Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.