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WealthPLAN Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WealthPLAN Partners’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 		$776K Sell
26,639
-269
-1% -$8.36K 0.15% 127
2025
Q4 		$878K Buy
26,908
+1,121
+4% +$36.5K 0.13% 139
2025
Q3 		$823K Buy
25,787
+1,350
+6% +$41.1K 0.12% 140
2025
Q2 		$714K Sell
24,437
-217
-0.9% -$5.74K 0.11% 148
2025
Q1 		$617K Buy
24,654
+1,424
+6% +$39K 0.09% 156
2024
Q4 		$647K Sell
23,230
-1,994
-8% -$54.5K 0.09% 151
2024
Q3 		$657K Buy
25,224
+1,952
+8% +$49.1K 0.09% 152
2024
Q2 		$587K Buy
23,272
+1,380
+6% +$32.6K 0.06% 192
2024
Q1 		$507K Sell
21,892
-8,552
-28% -$189K 0.05% 205
2023
Q4 		$631K Buy
30,444
+268
+0.9% +$5.18K 0.06% 192
2023
Q3 		$549K Buy
30,176
+520
+2% +$9.79K 0.06% 186
2023
Q2 		$556K Sell
29,656
-2,004
-6% -$34.4K 0.08% 176
2023
Q1 		$516K Buy
31,660
+2,232
+8% +$33.9K 0.06% 191
2022
Q4 		$465K Buy
+29,428
New +$423K 0.03% 266
2022
Q1 		$286K Sell
17,656
-3,104
-15% -$56.6K 0.02% 324
2021
Q4 		$387K Buy
20,760
+2,040
+11% +$40.8K 0.03% 284
2021
Q3 		$382K Buy
18,720
+6,016
+47% +$115K 0.03% 284
2021
Q2 		$240K Hold
12,704
– – 0.02% 317
2021
Q1 		$217K Buy
12,704
+16
+0.1% +$260 0.02% 307
2020
Q4 		$213K Sell
12,688
-2,112
-14% -$32K 0.02% 310
2020
Q3 		$222K Buy
14,800
+8
+0.1% +$112 0.02% 286
2020
Q2 		$209K Sell
14,792
-7,072
-32% -$82.5K 0.02% 282
2020
Q1 		$251K Buy
+21,864
New +$249K 0.03% 217
2019
Q2 		– Sell
-20,064
Closed -$202K – 272
2019
Q1 		$202K Buy
+20,064
New +$190K 0.03% 247
2018
Q1 		– Sell
-22,720
Closed -$201K – 282
2017
Q4 		$201K Buy
+22,720
New +$195K 0.05% 208

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 Partners's SCHG Position: Q1 2026 in Review

WealthPLAN Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1% in Q1 2026, selling an estimated $8.36K and leaving 26,639 shares worth $776K. The position accounts for 0.15% of the portfolio, ranked #127.

WealthPLAN Partners first reported a position in SCHG in Q4 2017 and has held it in 25 quarters since. The position peaked at $878K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • WealthPLAN Partners held 26,639 shares of Schwab US Large-Cap Growth ETF worth $776K as of Q1 2026.
  • WealthPLAN Partners sold 269 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $8.36K.
  • Schwab US Large-Cap Growth ETF made up 0.15% of WealthPLAN Partners's portfolio in Q1 2026, its #127 holding.
  • WealthPLAN Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 25 quarters since.
  • WealthPLAN Partners's Schwab US Large-Cap Growth ETF position peaked at $878K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.