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

American 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 		$699K Sell
20,643
-581
-3% -$19.3K 0.08% 85
2026
Q1 		$618K Buy
21,224
+2,630
+14% +$81.8K 0.08% 78
2025
Q4 		$607K Buy
18,594
+411
+2% +$13.4K 0.08% 80
2025
Q3 		$580K Buy
18,183
+1,781
+11% +$54.3K 0.07% 85
2025
Q2 		$479K Sell
16,402
-131
-0.8% -$3.46K 0.07% 95
2025
Q1 		$414K Buy
16,533
+13
+0.1% +$356 0.06% 91
2024
Q4 		$460K Sell
16,520
-604
-4% -$16.5K 0.06% 85
2024
Q3 		$446K Buy
17,124
+544
+3% +$13.7K 0.06% 87
2024
Q2 		$418K Buy
16,580
+1,300
+9% +$30.7K 0.06% 91
2024
Q1 		$354K Buy
15,280
+3,864
+34% +$85.5K 0.05% 100
2023
Q4 		$237K Buy
+11,416
New +$221K 0.04% 125

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

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

American Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q2 2026, selling an estimated $19.3K and leaving 20,643 shares worth $699K. The position accounts for 0.08% of the portfolio, ranked #85.

American Financial Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 487 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • American Financial Advisors held 20,643 shares of Schwab US Large-Cap Growth ETF worth $699K as of Q2 2026.
  • American Financial Advisors sold 581 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $19.3K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of American Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • American Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 487 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.