Strategic Planning Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Strategic Planning Group’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	$853K	Sell	25,217 -3,116	-11%	-$103K	0.09%	52
2026 Q1	$825K	Sell	28,333 -322	-1%	-$10K	0.12%	50
2025 Q4	$935K	Sell	28,655 -138,596	-83%	-$4.51M	0.12%	60
2025 Q3	$5.34M	Sell	167,251 -456,892	-73%	-$13.9M	0.72%	54
2025 Q2	$18.2M	Buy	624,143 +29,178	+5%	+$771K	2.96%	9
2025 Q1	$14.9M	Buy	594,965 +17,269	+3%	+$473K	2.92%	9
2024 Q4	$16.1M	Buy	577,696 +26,352	+5%	+$721K	2.96%	10
2024 Q3	$14.4M	Buy	551,344 +4,804	+0.9%	+$121K	2.83%	10
2024 Q2	$13.8M	Buy	546,540 +33,128	+6%	+$781K	3.01%	8
2024 Q1	$11.9M	Buy	+513,412	New	+$11.4M	2.98%	7

Other funds holding SCHG

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

HWA

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

PAS

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Strategic Planning Group's SCHG Position: Q2 2026 in Review

Strategic Planning Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, selling an estimated $103K and leaving 25,217 shares worth $853K. The position accounts for 0.09% of the portfolio, ranked #52.

Strategic Planning Group first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.2M in Q2 2025. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Strategic Planning Group held 25,217 shares of Schwab US Large-Cap Growth ETF worth $853K as of Q2 2026.
Strategic Planning Group sold 3,116 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $103K.
Schwab US Large-Cap Growth ETF made up 0.09% of Strategic Planning Group's portfolio in Q2 2026, its #52 holding.
Strategic Planning Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Strategic Planning Group's Schwab US Large-Cap Growth ETF position peaked at $18.2M in Q2 2025.
392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.