Archford Capital Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Archford Capital 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	$12.7M	Buy	375,554 +2,949	+0.8%	+$97.7K	1.29%	14
2026 Q1	$10.9M	Sell	372,605 -79,271	-18%	-$2.46M	1.24%	15
2025 Q4	$14.7M	Buy	451,876 +15,816	+4%	+$514K	1.72%	12
2025 Q3	$13.9M	Buy	436,060 +187,743	+76%	+$5.72M	1.66%	13
2025 Q2	$7.25M	Sell	248,317 -102	-0%	-$2.7K	0.93%	27
2025 Q1	$6.22M	Sell	248,419 -162,593	-40%	-$4.45M	0.91%	27
2024 Q4	$11.5M	Sell	411,012 -529,704	-56%	-$14.5M	1.73%	8
2024 Q3	$6.27M	Buy	940,716 +715,252	+317%	+$18M	0.94%	30
2024 Q2	$5.68M	Buy	225,464 +6,308	+3%	+$149K	0.92%	31
2024 Q1	$5.08M	Buy	219,156 +19,812	+10%	+$438K	0.85%	30
2023 Q4	$4.13M	Buy	199,344 +10,336	+5%	+$200K	0.76%	32
2023 Q3	$3.44M	Buy	+189,008	New	+$3.56M	0.69%	36

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

Archford Capital Strategies's SCHG Position: Q2 2026 in Review

Archford Capital Strategies increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.79% in Q2 2026, buying an estimated $97.7K and bringing the position to 375,554 shares worth $12.7M. The position accounts for 1.29% of the portfolio, ranked #14.

Archford Capital Strategies first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.7M in Q4 2025. 626 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Archford Capital Strategies held 375,554 shares of Schwab US Large-Cap Growth ETF worth $12.7M as of Q2 2026.
Archford Capital Strategies bought 2,949 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $97.7K.
Schwab US Large-Cap Growth ETF made up 1.29% of Archford Capital Strategies's portfolio in Q2 2026, its #14 holding.
Archford Capital Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Archford Capital Strategies's Schwab US Large-Cap Growth ETF position peaked at $14.7M in Q4 2025.
626 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.