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 Q2	$1.05M	Sell	30,952 -1,584	-5%	-$52.5K	0.57%	34
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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

VIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Retirement Planning Group (New York)'s SCHG Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.9% in Q2 2026, selling an estimated $52.5K and leaving 30,952 shares worth $1.05M. The position accounts for 0.57% of the portfolio, ranked #34.

Retirement Planning Group (New York) first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Retirement Planning Group (New York) held 30,952 shares of Schwab US Large-Cap Growth ETF worth $1.05M as of Q2 2026.
Retirement Planning Group (New York) sold 1,584 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $52.5K.
Schwab US Large-Cap Growth ETF made up 0.57% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #34 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 7 quarters since.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.