Turning Point Benefit Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Turning Point Benefit 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 Q1	$493K	Buy	20,647 +9,426	+84%	+$293K	0.31%	56
2025 Q4	$366K	Sell	11,221 -11,136	-50%	-$362K	0.19%	63
2025 Q3	$717K	Sell	22,357 -3,716	-14%	-$113K	0.43%	45
2025 Q2	$762K	Buy	26,073 +4,616	+22%	+$122K	0.58%	34
2025 Q1	$485K	Sell	21,457 -9,838	-31%	-$269K	0.45%	32
2024 Q4	$872K	Buy	+31,295	New	+$856K	0.83%	18

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Turning Point Benefit Group's SCHG Position: Q1 2026 in Review

Turning Point Benefit Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 84% in Q1 2026, buying an estimated $293K and bringing the position to 20,647 shares worth $493K. The position accounts for 0.31% of the portfolio, ranked #56.

Turning Point Benefit Group first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $872K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Turning Point Benefit Group held 20,647 shares of Schwab US Large-Cap Growth ETF worth $493K as of Q1 2026.
Turning Point Benefit Group bought 9,426 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $293K.
Schwab US Large-Cap Growth ETF made up 0.31% of Turning Point Benefit Group's portfolio in Q1 2026, its #56 holding.
Turning Point Benefit Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's Schwab US Large-Cap Growth ETF position peaked at $872K in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.