Access Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Access Financial Services’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	$379K	Hold	11,190	–	–	0.12%	83
2026 Q1	$326K	Sell	11,190 -2,746	-20%	-$85.4K	0.12%	84
2025 Q4	$455K	Hold	13,936	–	–	0.17%	77
2025 Q3	$445K	Hold	13,936	–	–	0.16%	80
2025 Q2	$407K	Sell	13,936 -544	-4%	-$14.4K	0.15%	81
2025 Q1	$363K	Hold	14,480	–	–	0.15%	80
2024 Q4	$404K	Hold	14,480	–	–	0.18%	82
2024 Q3	$377K	Hold	14,480	–	–	0.17%	81
2024 Q2	$365K	Hold	14,480	–	–	0.17%	80
2024 Q1	$336K	Hold	14,480	–	–	0.15%	81
2023 Q4	$300K	Sell	14,480 -15,600	-52%	-$302K	0.15%	85
2023 Q3	$547K	Sell	30,080 -560	-2%	-$10.5K	0.33%	68
2023 Q2	$574K	Buy	30,640 +560	+2%	+$9.6K	0.33%	66
2023 Q1	$490K	Hold	30,080	–	–	0.3%	70
2022 Q4	$418K	Hold	30,080	–	–	0.26%	76
2022 Q3	$420K	Hold	30,080	–	–	0.27%	75
2022 Q2	$436K	Hold	30,080	–	–	0.25%	82
2022 Q1	$563K	Hold	30,080	–	–	0.27%	85
2021 Q4	$616K	Hold	30,080	–	–	0.28%	86
2021 Q3	$557K	Hold	30,080	–	–	0.25%	85
2021 Q2	$549K	Hold	30,080	–	–	0.26%	91
2021 Q1	$488K	Hold	30,080	–	–	0.23%	77
2020 Q4	$483K	Sell	30,080 -20,264	-40%	-$307K	0.24%	70
2020 Q3	$725K	Hold	50,344	–	–	0.39%	55
2020 Q2	$639K	Sell	50,344 -1,744	-3%	-$20.3K	0.42%	53
2020 Q1	$519K	Sell	52,088 -10,200	-16%	-$116K	0.41%	45
2019 Q4	$723K	Buy	62,288 +2,000	+3%	+$22K	0.42%	51
2019 Q3	$633K	Hold	60,288	–	–	0.45%	49
2019 Q2	$627K	Hold	60,288	–	–	0.48%	48
2019 Q1	$599K	Sell	60,288 -12,000	-17%	-$113K	0.47%	45
2018 Q4	$623K	Buy	+72,288	New	+$673K	0.55%	44

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

Access Financial Services's SCHG Position: Q2 2026 in Review

Access Financial Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 11,190 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #83.

Access Financial Services first reported a position in SCHG in Q4 2018 and has held it in 31 quarters since. The position peaked at $725K in Q3 2020. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Access Financial Services held 11,190 shares of Schwab US Large-Cap Growth ETF worth $379K as of Q2 2026.
Access Financial Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.12% of Access Financial Services's portfolio in Q2 2026, its #83 holding.
Access Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Access Financial Services's Schwab US Large-Cap Growth ETF position peaked at $725K in Q3 2020.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.