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American Financial & Tax Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

American Financial & Tax Strategies’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 		$320K Sell
9,452
-2,036
-18% -$67.5K 0.14% 91
2026
Q1 		$335K Hold
11,488
– – 0.16% 84
2025
Q4 		$375K Hold
11,488
– – 0.19% 79
2025
Q3 		$367K Sell
11,488
-592
-5% -$18K 0.18% 75
2025
Q2 		$353K Hold
12,080
– – 0.18% 75
2025
Q1 		$302K Hold
12,080
– – 0.16% 78
2024
Q4 		$337K Sell
12,080
-1,796
-13% -$49.1K 0.17% 77
2024
Q3 		$361K Sell
13,876
-1,292
-9% -$32.5K 0.18% 74
2024
Q2 		$382K Sell
15,168
-672
-4% -$15.9K 0.2% 73
2024
Q1 		$367K Sell
15,840
-433,044
-96% -$9.58M 0.2% 74
2023
Q4 		$3.79M Buy
+448,884
New +$8.68M 2.16% 13

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

American Financial & Tax Strategies's SCHG Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q2 2026, selling an estimated $67.5K and leaving 9,452 shares worth $320K. The position accounts for 0.14% of the portfolio, ranked #91.

American Financial & Tax Strategies first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q4 2023. 1,338 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • American Financial & Tax Strategies held 9,452 shares of Schwab US Large-Cap Growth ETF worth $320K as of Q2 2026.
  • American Financial & Tax Strategies sold 2,036 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $67.5K.
  • Schwab US Large-Cap Growth ETF made up 0.14% of American Financial & Tax Strategies's portfolio in Q2 2026, its #91 holding.
  • American Financial & Tax Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's Schwab US Large-Cap Growth ETF position peaked at $3.79M in Q4 2023.
  • 1,338 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.