XY Planning Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

XY Planning Network’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 Q3	$1.32M	Buy	36,771 +20,344	+124%	+$713K	0.14%	129
2026 Q2	$556K	Buy	+16,427	New	+$544K	0.07%	197
2026 Q1	–	Sell	-15,071	Closed	-$492K	–	277
2025 Q4	$492K	Sell	15,071 -2,691	-15%	-$87.5K	0.09%	174
2025 Q3	$519K	Hold	17,762	–	–	0.18%	105
2025 Q2	$519K	Buy	17,762 +447	+3%	+$11.8K	0.18%	105
2025 Q1	$434K	Sell	17,315 -4,424	-20%	-$121K	0.29%	69
2024 Q4	$606K	Buy	+21,739	New	+$595K	0.46%	50

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

XY Planning Network's SCHG Position: Q3 2026 in Review

XY Planning Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 124% in Q3 2026, buying an estimated $713K and bringing the position to 36,771 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #129.

XY Planning Network first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

XY Planning Network held 36,771 shares of Schwab US Large-Cap Growth ETF worth $1.32M as of Q3 2026.
XY Planning Network bought 20,344 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $713K.
Schwab US Large-Cap Growth ETF made up 0.14% of XY Planning Network's portfolio in Q3 2026, its #129 holding.
XY Planning Network first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.