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Total Wealth Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Total Wealth 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
2025
Q4 		$748K Sell
22,926
-260,664
-92% -$8.48M 1.6% 17
2025
Q3 		$9.05M Sell
283,590
-16,269
-5% -$496K 1.05% 20
2025
Q2 		$8.76M Buy
299,859
+1,381
+0.5% +$36.5K 1.11% 20
2025
Q1 		$7.47M Sell
298,478
-14,807
-5% -$406K 1.14% 18
2024
Q4 		$8.73M Buy
313,285
+133
+0% +$3.64K 1.36% 17
2024
Q3 		$8.16M Sell
313,152
-7,176
-2% -$181K 1.27% 18
2024
Q2 		$8.37M Sell
320,328
-27,996
-8% -$660K 1.37% 19
2024
Q1 		$8.07M Sell
348,324
-44,060
-11% -$975K 1.39% 18
2023
Q4 		$8.14M Sell
392,384
-33,132
-8% -$641K 1.48% 18
2023
Q3 		$7.74M Sell
425,516
-29,536
-6% -$556K 1.58% 18
2023
Q2 		$8.53M Sell
455,052
-77,932
-15% -$1.34M 1.77% 16
2023
Q1 		$8.68M Buy
532,984
+4,160
+0.8% +$63.1K 1.92% 16
2022
Q4 		$7.35M Sell
528,824
-6,788
-1% -$97.6K 1.82% 17
2022
Q3 		$7.47M Buy
535,612
+9,660
+2% +$151K 2.12% 13
2022
Q2 		$7.63M Buy
525,952
+88,716
+20% +$1.42M 2.21% 10
2022
Q1 		$8.18M Sell
437,236
-144,916
-25% -$2.64M 2.21% 12
2021
Q4 		$5.78M Buy
582,152
+185,056
+47% +$3.7M 3.57% 8
2021
Q3 		$7.35M Sell
397,096
-28,104
-7% -$535K 2.67% 11
2021
Q2 		$7.76M Sell
425,200
-3,520
-0.8% -$60.9K 3.04% 7
2021
Q1 		$6.96M Buy
428,720
+10,640
+3% +$173K 2.95% 9
2020
Q4 		$6.71M Sell
418,080
-13,560
-3% -$206K 3.1% 9
2020
Q3 		$6.21M Sell
431,640
-170,320
-28% -$2.37M 3.22% 8
2020
Q2 		$7.64M Sell
601,960
-19,608
-3% -$229K 4.23% 7
2020
Q1 		$6.19M Sell
621,568
-33,808
-5% -$386K 4.02% 8
2019
Q4 		$7.61M Buy
655,376
+6,208
+1% +$68.4K 4.06% 8
2019
Q3 		$6.82M Buy
649,168
+43,712
+7% +$461K 3.87% 8
2019
Q2 		$6.3M Buy
605,456
+23,304
+4% +$237K 3.72% 8
2019
Q1 		$5.78M Buy
582,152
+68,896
+13% +$652K 3.57% 8
2018
Q4 		$4.42M Buy
+513,256
New +$4.78M 3.06% 9

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Total Wealth Planning's SCHG Position: Q4 2025 in Review

Total Wealth Planning reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 92% in Q4 2025, selling an estimated $8.48M and leaving 22,926 shares worth $748K. The position accounts for 1.6% of the portfolio, ranked #17.

Total Wealth Planning first reported a position in SCHG in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.05M in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Total Wealth Planning held 22,926 shares of Schwab US Large-Cap Growth ETF worth $748K as of Q4 2025.
  • Total Wealth Planning sold 260,664 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $8.48M.
  • Schwab US Large-Cap Growth ETF made up 1.6% of Total Wealth Planning's portfolio in Q4 2025, its #17 holding.
  • Total Wealth Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's Schwab US Large-Cap Growth ETF position peaked at $9.05M in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.