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

Affiance Financial’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 		$534K Buy
15,775
+15
+0.1% +$497 0.08% 72
2026
Q1 		$459K Buy
15,760
+154
+1% +$4.79K 0.07% 73
2025
Q4 		$509K Buy
15,606
+31
+0.2% +$1.01K 0.08% 71
2025
Q3 		$497K Buy
15,575
+699
+5% +$21.3K 0.09% 71
2025
Q2 		$435K Hold
14,876
– – 0.09% 71
2025
Q1 		$372K Hold
14,876
– – 0.09% 75
2024
Q4 		$415K Buy
14,876
+52
+0.4% +$1.42K 0.1% 74
2024
Q3 		$386K Hold
14,824
– – 0.09% 76
2024
Q2 		$374K Sell
14,824
-988
-6% -$23.3K 0.1% 73
2024
Q1 		$367K Hold
15,812
– – 0.1% 75
2023
Q4 		$328K Hold
15,812
– – 0.1% 82
2023
Q3 		$287K Sell
15,812
-1,352
-8% -$25.4K 0.15% 85
2023
Q2 		$322K Sell
17,164
-260
-1% -$4.46K 0.16% 85
2023
Q1 		$284K Sell
17,424
-93,184
-84% -$1.41M 0.15% 84
2022
Q4 		$1.54M Buy
+110,608
New +$1.59M 0.62% 32

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
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Affiance Financial's SCHG Position: Q2 2026 in Review

Affiance Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.1% in Q2 2026, buying an estimated $497 and bringing the position to 15,775 shares worth $534K. The position accounts for 0.08% of the portfolio, ranked #72.

Affiance Financial first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2022. 489 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Affiance Financial held 15,775 shares of Schwab US Large-Cap Growth ETF worth $534K as of Q2 2026.
  • Affiance Financial bought 15 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $497.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Affiance Financial's portfolio in Q2 2026, its #72 holding.
  • Affiance Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Affiance Financial's Schwab US Large-Cap Growth ETF position peaked at $1.54M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.