Plan Group Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Plan Group Financial’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	–	Sell	-6,626	Closed	-$216K	–	240
2025 Q4	$216K	Sell	6,626 -442	-6%	-$14.4K	0.06%	185
2025 Q3	$226K	Sell	7,068 -659	-9%	-$20.1K	0.06%	169
2025 Q2	$226K	Buy	+7,727	New	+$204K	0.07%	145
2025 Q1	–	Sell	-7,586	Closed	-$211K	–	154
2024 Q4	$211K	Sell	7,586 -522	-6%	-$14.3K	0.11%	106
2024 Q3	$211K	Sell	8,108 -232	-3%	-$5.84K	0.11%	107
2024 Q2	$210K	Buy	+8,340	New	+$197K	0.13%	87

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

Plan Group Financial's SCHG Position: Q1 2026 in Review

Plan Group Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,626 shares — an estimated $216K sold.

Plan Group Financial first reported a position in SCHG in Q2 2024 and held it in 6 quarters. The position peaked at $226K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Plan Group Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Plan Group Financial sold 6,626 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $216K.
Plan Group Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 6 quarters.
Plan Group Financial's Schwab US Large-Cap Growth ETF position peaked at $226K in Q2 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.