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

Alpha Financial Advisors’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	$708K	Sell	20,913 -602	-3%	-$19.9K	0.19%	41
2026 Q1	$627K	Hold	21,515	–	–	0.19%	29
2025 Q4	$702K	Hold	21,515	–	–	0.21%	28
2025 Q3	$687K	Hold	21,515	–	–	0.24%	27
2025 Q2	$628K	Buy	21,515 +3,229	+18%	+$85.4K	0.24%	27
2025 Q1	$458K	Hold	18,286	–	–	0.2%	23
2024 Q4	$510K	Sell	18,286 -2	-0%	-$55	0.23%	23
2024 Q3	$476K	Hold	18,288	–	–	0.21%	23
2024 Q2	$461K	Hold	18,288	–	–	0.22%	23
2024 Q1	$424K	Hold	18,288	–	–	0.2%	27
2023 Q4	$379K	Hold	18,288	–	–	0.19%	27
2023 Q3	$332K	Hold	18,288	–	–	0.21%	28
2023 Q2	$343K	Hold	18,288	–	–	0.21%	29
2023 Q1	$298K	Hold	18,288	–	–	0.21%	31
2022 Q4	$254K	Buy	+18,288	New	+$263K	0.22%	35

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Alpha Financial Advisors's SCHG Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q2 2026, selling an estimated $19.9K and leaving 20,913 shares worth $708K. The position accounts for 0.19% of the portfolio, ranked #41.

Alpha Financial Advisors first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Alpha Financial Advisors held 20,913 shares of Schwab US Large-Cap Growth ETF worth $708K as of Q2 2026.
Alpha Financial Advisors sold 602 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $19.9K.
Schwab US Large-Cap Growth ETF made up 0.19% of Alpha Financial Advisors's portfolio in Q2 2026, its #41 holding.
Alpha Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.