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

Retirement Planning Group (New York)’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 		$948K Buy
32,536
+1,800
+6% +$56K 0.61% 32
2025
Q4 		$1M Buy
30,736
+3,009
+11% +$97.9K 0.68% 31
2025
Q3 		$885K Buy
27,727
+2,665
+11% +$81.2K 0.66% 33
2025
Q2 		$732K Buy
25,062
+975
+4% +$25.8K 0.64% 33
2025
Q1 		$603K Buy
24,087
+6,887
+40% +$189K 0.61% 33
2024
Q4 		$479K Buy
+17,200
New +$470K 0.53% 39

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 (New York)'s SCHG Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q1 2026, buying an estimated $56K and bringing the position to 32,536 shares worth $948K. The position accounts for 0.61% of the portfolio, ranked #32.

Retirement Planning Group (New York) first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Retirement Planning Group (New York) held 32,536 shares of Schwab US Large-Cap Growth ETF worth $948K as of Q1 2026.
  • Retirement Planning Group (New York) bought 1,800 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $56K.
  • Schwab US Large-Cap Growth ETF made up 0.61% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #32 holding.
  • Retirement Planning Group (New York) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (New York)'s Schwab US Large-Cap Growth ETF position peaked at $1M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.