Planning Center Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Planning Center Inc’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	$1.07M	Buy	31,759 +463	+1%	+$15.3K	0.1%	34
2026 Q1	$912K	Sell	31,296 -816	-3%	-$25.4K	0.09%	36
2025 Q4	$1.05M	Sell	32,112 -276	-0.9%	-$8.98K	0.11%	34
2025 Q3	$1.03M	Sell	32,388 -152	-0.5%	-$4.63K	0.11%	33
2025 Q2	$950K	Sell	32,540 -2,659	-8%	-$70.3K	0.11%	34
2025 Q1	$881K	Buy	35,199 +10	+0%	+$274	0.1%	32
2024 Q4	$981K	Buy	35,189 +169	+0.5%	+$4.62K	0.12%	32
2024 Q3	$912K	Buy	35,020 +16	+0%	+$403	0.11%	33
2024 Q2	$882K	Buy	+35,004	New	+$826K	0.12%	33

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Center Inc's SCHG Position: Q2 2026 in Review

Planning Center Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 31,759 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #34.

Planning Center Inc first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Planning Center Inc held 31,759 shares of Schwab US Large-Cap Growth ETF worth $1.07M as of Q2 2026.
Planning Center Inc bought 463 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.3K.
Schwab US Large-Cap Growth ETF made up 0.1% of Planning Center Inc's portfolio in Q2 2026, its #34 holding.
Planning Center Inc first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.