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Planning Strategies Inc.’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Planning Strategies Inc.’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 		$68.4K Buy
+2,021
New +$67K 0.04% 133

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RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Planning Strategies Inc.'s SCHG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 2,021 shares worth $68.4K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings.

742 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Planning Strategies Inc. held 2,021 shares of Schwab US Large-Cap Growth ETF worth $68.4K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #133 holding.
  • 742 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.