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 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

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

XY Planning Network's SCHG Position: Q2 2026 in Review

XY Planning Network opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 16,427 shares worth $556K. The stake represents 0.07% of the portfolio and ranks #197 among its holdings. This is a return to the name: XY Planning Network previously reported a position in SCHG as recently as Q4 2025.

XY Planning Network first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $606K in Q4 2024. 407 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

XY Planning Network held 16,427 shares of Schwab US Large-Cap Growth ETF worth $556K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new XY Planning Network position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #197 holding.
XY Planning Network first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
XY Planning Network's Schwab US Large-Cap Growth ETF position peaked at $606K in Q4 2024.
407 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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