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Summit Wealth & Retirement Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Wealth & Retirement Planning’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 		$44.2M Sell
1,517,439
-11,055
-0.7% -$344K 10.55% 3
2025
Q4 		$49.9M Sell
1,528,494
-25,747
-2% -$837K 11.74% 3
2025
Q3 		$49.6M Buy
1,554,241
+6,420
+0.4% +$196K 12.19% 2
2025
Q2 		$45.2M Sell
1,547,821
-1,162
-0.1% -$30.7K 12.14% 3
2025
Q1 		$38.8M Buy
1,548,983
+16,485
+1% +$451K 11.89% 3
2024
Q4 		$42.7M Sell
1,532,498
-28,506
-2% -$780K 13.22% 2
2024
Q3 		$40.7M Sell
1,561,004
-50,068
-3% -$1.26M 12.98% 2
2024
Q2 		$40.6M Buy
1,611,072
+13,480
+0.8% +$318K 13.83% 1
2024
Q1 		$37M Buy
1,597,592
+73,360
+5% +$1.62M 13.2% 2
2023
Q4 		$31.6M Sell
1,524,232
-18,328
-1% -$355K 13.36% 2
2023
Q3 		$28M Buy
1,542,560
+5,004
+0.3% +$94.2K 11.28% 2
2023
Q2 		$28.8M Buy
1,537,556
+13,164
+0.9% +$226K 11.33% 1
2023
Q1 		$24.8M Buy
1,524,392
+89,316
+6% +$1.36M 9.29% 3
2022
Q4 		$19.9M Sell
1,435,076
-626,632
-30% -$9.01M 8.1% 4
2022
Q3 		$28.8M Buy
2,061,708
+108,764
+6% +$1.7M 11.45% 1
2022
Q2 		$28.3M Buy
1,952,944
+97,304
+5% +$1.56M 10.87% 1
2022
Q1 		$34.7M Buy
1,855,640
+74,304
+4% +$1.36M 12.26% 1
2021
Q4 		$36.5M Buy
1,781,336
+34,120
+2% +$682K 12.46% 1
2021
Q3 		$32.3M Buy
1,747,216
+68,224
+4% +$1.3M 11.84% 1
2021
Q2 		$30.6M Sell
1,678,992
-22,400
-1% -$388K 11.33% 1
2021
Q1 		$27.6M Buy
1,701,392
+72,888
+4% +$1.19M 10.26% 1
2020
Q4 		$26.1M Sell
1,628,504
-84,168
-5% -$1.28M 9.92% 1
2020
Q3 		$24.7M Sell
1,712,672
-32,464
-2% -$452K 10.59% 1
2020
Q2 		$22.1M Sell
1,745,136
-51,056
-3% -$595K 10.39% 1
2020
Q1 		$17.9M Sell
1,796,192
-63,560
-3% -$725K 9.56% 2
2019
Q4 		$21.6M Sell
1,859,752
-1,424
-0.1% -$15.7K 9.62% 1
2019
Q3 		$19.5M Buy
1,861,176
+28,264
+2% +$298K 11.81% 1
2019
Q2 		$19.1M Buy
1,832,912
+72
+0% +$732 11.15% 1
2019
Q1 		$18.5M Buy
1,832,840
+497,096
+37% +$4.7M 10.97% 1
2018
Q4 		$11.5M Buy
+1,335,744
New +$12.4M 8.73% 1

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

Summit Wealth & Retirement Planning's SCHG Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.72% in Q1 2026, selling an estimated $344K and leaving 1,517,439 shares worth $44.2M. The position accounts for 10.55% of the portfolio, ranked #3.

Summit Wealth & Retirement Planning first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $49.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,517,439 shares of Schwab US Large-Cap Growth ETF worth $44.2M as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 11,055 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $344K.
  • Schwab US Large-Cap Growth ETF made up 10.55% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #3 holding.
  • Summit Wealth & Retirement Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's Schwab US Large-Cap Growth ETF position peaked at $49.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.