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WealthPlan Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WealthPlan Investment Management’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 		$388K Sell
13,303
-2,792
-17% -$86.8K 0.02% 340
2025
Q4 		$525K Sell
16,095
-2,396
-13% -$77.9K 0.03% 253
2025
Q3 		$590K Sell
18,491
-185,490
-91% -$5.65M 0.04% 213
2025
Q2 		$5.96M Buy
+203,981
New +$5.39M 0.43% 77
2023
Q1 		– Sell
-29,428
Closed -$462K – 545
2022
Q4 		$462K Buy
29,428
+2,176
+8% +$31.3K 0.03% 267
2022
Q3 		$394K Buy
+27,252
New +$427K 0.03% 269
2022
Q1 		$286K Buy
+17,656
New +$322K 0.02% 324

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

WealthPlan Investment Management's SCHG Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q1 2026, selling an estimated $86.8K and leaving 13,303 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #340.

WealthPlan Investment Management first reported a position in SCHG in Q1 2022 and has held it in 7 quarters since. The position peaked at $5.96M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • WealthPlan Investment Management held 13,303 shares of Schwab US Large-Cap Growth ETF worth $388K as of Q1 2026.
  • WealthPlan Investment Management sold 2,792 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $86.8K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #340 holding.
  • WealthPlan Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 7 quarters since.
  • WealthPlan Investment Management's Schwab US Large-Cap Growth ETF position peaked at $5.96M in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.