Bond & Devick Financial Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bond & Devick Financial Network’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	$667K	Hold	19,720	–	–	0.16%	90
2026 Q1	$574K	Hold	19,720	–	–	0.16%	90
2025 Q4	$643K	Hold	19,720	–	–	0.18%	77
2025 Q3	$629K	Hold	19,720	–	–	0.19%	74
2025 Q2	$576K	Hold	19,720	–	–	0.19%	77
2025 Q1	$494K	Buy	19,720 +14,790	+300%	+$405K	0.18%	82
2024 Q4	$514K	Sell	4,930 -14,790	-75%	-$404K	0.22%	82
2024 Q3	$514K	Hold	19,720	–	–	0.22%	82
2024 Q2	$497K	Hold	19,720	–	–	0.27%	76
2024 Q1	$457K	Hold	19,720	–	–	0.25%	80
2023 Q4	$409K	Hold	19,720	–	–	0.23%	83
2023 Q3	$359K	Hold	19,720	–	–	0.23%	83
2023 Q2	$370K	Hold	19,720	–	–	0.23%	83
2023 Q1	$321K	Hold	19,720	–	–	0.21%	90
2022 Q4	$274K	Sell	19,720 -344	-2%	-$4.95K	0.2%	101
2022 Q3	$280K	Buy	20,064 +344	+2%	+$5.39K	0.23%	90
2022 Q2	$286K	Hold	19,720	–	–	0.25%	88
2022 Q1	$369K	Sell	19,720 -5,400	-21%	-$98.5K	0.3%	77
2021 Q4	$514K	Hold	25,120	–	–	0.39%	59
2021 Q3	$465K	Hold	25,120	–	–	0.39%	57
2021 Q2	$458K	Hold	25,120	–	–	0.38%	60
2021 Q1	$408K	Hold	25,120	–	–	0.38%	64
2020 Q4	$403K	Buy	+25,120	New	+$381K	0.46%	57

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

Bond & Devick Financial Network's SCHG Position: Q2 2026 in Review

Bond & Devick Financial Network held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 19,720 shares worth $667K. The position accounts for 0.16% of the portfolio, ranked #90.

Bond & Devick Financial Network first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bond & Devick Financial Network held 19,720 shares of Schwab US Large-Cap Growth ETF worth $667K as of Q2 2026.
Bond & Devick Financial Network left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.16% of Bond & Devick Financial Network's portfolio in Q2 2026, its #90 holding.
Bond & Devick Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.