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

Planning Project 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
2025 Q4	$99.7K	Buy	+3,055	New	+$99.4K	0.03%	46

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Planning Project LLC's SCHG Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025: 3,055 shares worth $99.7K. The stake represents 0.03% of the portfolio and ranks #46 among its holdings.

1,633 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Planning Project LLC held 3,055 shares of Schwab US Large-Cap Growth ETF worth $99.7K as of Q4 2025.
Schwab US Large-Cap Growth ETF was a new Planning Project LLC position in Q4 2025.
Schwab US Large-Cap Growth ETF made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #46 holding.
1,633 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.