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 Q2	$211K	Sell	6,231 -7,072	-53%	-$234K	0.01%	454
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WealthPlan Investment Management's SCHG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 53% in Q2 2026, selling an estimated $234K and leaving 6,231 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #454.

WealthPlan Investment Management first reported a position in SCHG in Q1 2022 and has held it in 8 quarters since. The position peaked at $5.96M in Q2 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

WealthPlan Investment Management held 6,231 shares of Schwab US Large-Cap Growth ETF worth $211K as of Q2 2026.
WealthPlan Investment Management sold 7,072 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $234K.
Schwab US Large-Cap Growth ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #454 holding.
WealthPlan Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
WealthPlan Investment Management's Schwab US Large-Cap Growth ETF position peaked at $5.96M in Q2 2025.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.