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Retirement Planning Group (Kansas)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Retirement Planning Group (Kansas)’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 		$10.7M Buy
367,237
+151,904
+71% +$4.72M 0.33% 34
2025
Q4 		$7.02M Sell
215,333
-2,261
-1% -$73.5K 0.23% 44
2025
Q3 		$6.94M Sell
217,594
-9,261
-4% -$282K 0.24% 44
2025
Q2 		$6.63M Buy
226,855
+69,447
+44% +$1.84M 0.28% 37
2025
Q1 		$3.94M Buy
157,408
+32,138
+26% +$880K 0.18% 48
2024
Q4 		$3.49M Buy
125,270
+8,726
+7% +$239K 0.18% 48
2024
Q3 		$3.04M Sell
116,544
-840
-0.7% -$21.1K 0.17% 64
2024
Q2 		$2.96M Sell
117,384
-11,484
-9% -$271K 0.19% 54
2024
Q1 		$2.99M Buy
128,868
+1,888
+1% +$41.8K 0.23% 48
2023
Q4 		$2.63M Buy
126,980
+25,992
+26% +$503K 0.24% 38
2023
Q3 		$1.84M Buy
100,988
+732
+0.7% +$13.8K 0.19% 44
2023
Q2 		$1.88M Sell
100,256
-7,152
-7% -$123K 0.19% 43
2023
Q1 		$1.75M Sell
107,408
-184,768
-63% -$2.8M 0.19% 44
2022
Q4 		$4.06M Sell
292,176
-5,762,912
-95% -$82.9M 0.46% 23
2022
Q3 		$84.5M Buy
6,055,088
+126,408
+2% +$1.98M 10.62% 4
2022
Q2 		$86M Buy
5,928,680
+835,028
+16% +$13.3M 10.61% 4
2022
Q1 		$95.3M Buy
5,093,652
+5,068,140
+19,866% +$92.4M 10.41% 4
2021
Q4 		$522K Buy
25,512
+8,272
+48% +$165K 0.05% 69
2021
Q3 		$319K Buy
17,240
+5,592
+48% +$107K 0.04% 68
2021
Q2 		$213K Buy
+11,648
New +$202K 0.02% 81
2020
Q1 		– Sell
-39,696
Closed -$461K – 71
2019
Q4 		$461K Sell
39,696
-386,312
-91% -$4.26M 0.09% 44
2019
Q3 		$4.47M Buy
+426,008
New +$4.49M 0.95% 17

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Retirement Planning Group (Kansas)'s SCHG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 71% in Q1 2026, buying an estimated $4.72M and bringing the position to 367,237 shares worth $10.7M. The position accounts for 0.33% of the portfolio, ranked #34.

Retirement Planning Group (Kansas) first reported a position in SCHG in Q3 2019 and has held it in 22 quarters since. The position peaked at $95.3M in Q1 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 367,237 shares of Schwab US Large-Cap Growth ETF worth $10.7M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 151,904 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.72M.
  • Schwab US Large-Cap Growth ETF made up 0.33% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #34 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 22 quarters since.
  • Retirement Planning Group (Kansas)'s Schwab US Large-Cap Growth ETF position peaked at $95.3M in Q1 2022.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.