WFP
SCHG icon

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

Welch Financial Planning’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 		$250K Hold
7,392
– – 0.15% 66
2026
Q1 		$215K Hold
7,392
– – 0.15% 64
2025
Q4 		$241K Buy
+7,392
New +$240K 0.18% 55

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Welch Financial Planning's SCHG Position: Q2 2026 in Review

Welch Financial Planning held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,392 shares worth $250K. The position accounts for 0.15% of the portfolio, ranked #66.

Welch Financial Planning first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,113 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Welch Financial Planning held 7,392 shares of Schwab US Large-Cap Growth ETF worth $250K as of Q2 2026.
  • Welch Financial Planning left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.15% of Welch Financial Planning's portfolio in Q2 2026, its #66 holding.
  • Welch Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.