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

United Financial 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
Q1 		– Sell
-2,120
Closed -$69.2K – 594
2025
Q4 		$69.2K Buy
2,120
+52
+3% +$1.69K 0.04% 77
2025
Q3 		$66K Buy
+2,068
New +$63K 0.04% 71

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

United Financial Planning Group's SCHG Position: Q1 2026 in Review

United Financial Planning Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 2,120 shares — an estimated $69.2K sold.

United Financial Planning Group first reported a position in SCHG in Q3 2025 and held it in 2 quarters. The position peaked at $69.2K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • United Financial Planning Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2,120 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $69.2K.
  • United Financial Planning Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Schwab US Large-Cap Growth ETF position peaked at $69.2K in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.