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Plancorp LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Plancorp LLC’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 		$10.9M Buy
316,204
+298,092
+1,646% +$9.88M 0.27% 45
2026
Q1 		$553K Sell
18,112
-801
-4% -$24.9K 0.02% 214
2025
Q4 		$617K Sell
18,913
-16,761
-47% -$545K 0.02% 200
2025
Q3 		$1.14M Sell
35,674
-44,194
-55% -$1.35M 0.04% 146
2025
Q2 		$2.33M Buy
79,868
+4
+0% +$106 0.08% 102
2025
Q1 		$2M Buy
79,864
+34,144
+75% +$935K 0.08% 100
2024
Q4 		$1.27M Buy
45,720
+4
+0% +$109 0.05% 109
2024
Q3 		$1.19M Sell
45,716
-260
-0.6% -$6.54K 0.05% 115
2024
Q2 		$1.16M Buy
45,976
+268
+0.6% +$6.32K 0.05% 111
2024
Q1 		$1.06M Buy
45,708
+4
+0% +$88 0.05% 116
2023
Q4 		$948K Hold
45,704
– – 0.05% 118
2023
Q3 		$831K Buy
+45,704
New +$860K 0.04% 119
2020
Q4 		– Sell
-14,936
Closed -$215K – 208
2020
Q3 		$215K Buy
+14,936
New +$208K 0.07% 171

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC's SCHG Position: Q2 2026 in Review

Plancorp LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1,646% in Q2 2026, buying an estimated $9.88M and bringing the position to 316,204 shares worth $10.9M. The position accounts for 0.27% of the portfolio, ranked #45.

Plancorp LLC first reported a position in SCHG in Q3 2020 and has held it in 13 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Plancorp LLC held 316,204 shares of Schwab US Large-Cap Growth ETF worth $10.9M as of Q2 2026.
  • Plancorp LLC bought 298,092 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.88M.
  • Schwab US Large-Cap Growth ETF made up 0.27% of Plancorp LLC's portfolio in Q2 2026, its #45 holding.
  • Plancorp LLC first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 13 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.