Broadview Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.91M | Sell |
115,423
-522
| -0.5% | -$17.3K | 2.39% | 12 |
|
|
2026
Q1 | $3.38M | Buy |
115,945
+3,351
| +3% | +$104K | 2.31% | 12 |
|
|
2025
Q4 | $3.67M | Sell |
112,594
-611
| -0.5% | -$19.9K | 2.46% | 11 |
|
|
2025
Q3 | $3.61M | Sell |
113,205
-2,979
| -3% | -$90.8K | 2.44% | 11 |
|
|
2025
Q2 | $3.39M | Sell |
116,184
-634
| -0.5% | -$16.8K | 2.31% | 11 |
|
|
2025
Q1 | $2.93M | Sell |
116,818
-2,221
| -2% | -$60.8K | 2.18% | 12 |
|
|
2024
Q4 | $3.32M | Sell |
119,039
-6,009
| -5% | -$164K | 2.37% | 12 |
|
|
2024
Q3 | $3.26M | Sell |
125,048
-4,152
| -3% | -$104K | 2.2% | 12 |
|
|
2024
Q2 | $3.26M | Sell |
129,200
-9,136
| -7% | -$216K | 2.37% | 12 |
|
|
2024
Q1 | $3.21M | Sell |
138,336
-12,348
| -8% | -$273K | 2.34% | 12 |
|
|
2023
Q4 | $3.13M | Sell |
150,684
-7,636
| -5% | -$148K | 2.41% | 12 |
|
|
2023
Q3 | $2.88M | Sell |
158,320
-4,576
| -3% | -$86.1K | 2.66% | 12 |
|
|
2023
Q2 | $3.05M | Sell |
162,896
-10,500
| -6% | -$180K | 2.61% | 12 |
|
|
2023
Q1 | $2.83M | Buy |
173,396
+1,352
| +0.8% | +$20.5K | 2.47% | 12 |
|
|
2022
Q4 | $2.39M | Buy |
172,044
+7,612
| +5% | +$109K | 2.15% | 13 |
|
|
2022
Q3 | $2.29M | Sell |
164,432
-5,028
| -3% | -$78.8K | 2.3% | 12 |
|
|
2022
Q2 | $2.46M | Buy |
169,460
+8,280
| +5% | +$132K | 2.29% | 12 |
|
|
2022
Q1 | $3.02M | Buy |
161,180
+1,876
| +1% | +$34.2K | 2.23% | 12 |
|
|
2021
Q4 | $3.26M | Sell |
159,304
-5,232
| -3% | -$105K | 2.32% | 12 |
|
|
2021
Q3 | $3.05M | Sell |
164,536
-3,200
| -2% | -$61K | 2.36% | 12 |
|
|
2021
Q2 | $3.06M | Sell |
167,736
-2,912
| -2% | -$50.4K | 2.3% | 12 |
|
|
2021
Q1 | $2.77M | Sell |
170,648
-10,040
| -6% | -$163K | 2.15% | 12 |
|
|
2020
Q4 | $2.9M | Sell |
180,688
-7,904
| -4% | -$120K | 2.22% | 13 |
|
|
2020
Q3 | $2.71M | Sell |
188,592
-27,120
| -13% | -$378K | 2.29% | 13 |
|
|
2020
Q2 | $2.74M | Sell |
215,712
-32,848
| -13% | -$383K | 2.19% | 13 |
|
|
2020
Q1 | $2.48M | Sell |
248,560
-11,176
| -4% | -$127K | 2.21% | 14 |
|
|
2019
Q4 | $3.02M | Sell |
259,736
-6,336
| -2% | -$69.8K | 2.1% | 15 |
|
|
2019
Q3 | $2.79M | Buy |
266,072
+1,856
| +0.7% | +$19.6K | 2.08% | 15 |
|
|
2019
Q2 | $2.75M | Buy |
264,216
+23,064
| +10% | +$234K | 2.07% | 15 |
|
|
2019
Q1 | $2.39M | Buy |
241,152
+98,344
| +69% | +$930K | 1.86% | 17 |
|
|
2018
Q4 | $1.23M | Buy |
142,808
+3,408
| +2% | +$31.7K | 1.09% | 21 |
|
|
2018
Q3 | $1.43M | Buy |
139,400
+2,648
| +2% | +$26.4K | 1.28% | 18 |
|
|
2018
Q2 | $1.29M | Buy |
136,752
+2,008
| +1% | +$18.7K | 1.26% | 18 |
|
|
2018
Q1 | $1.21M | Sell |
134,744
-4,344
| -3% | -$40K | 1.19% | 18 |
|
|
2017
Q4 | $1.23M | Buy |
+139,088
| New | +$1.2M | 1.19% | 18 |
|
Other funds holding SCHG
VIA
Broadview Financial Management's SCHG Position: Q2 2026 in Review
Broadview Financial Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.45% in Q2 2026, selling an estimated $17.3K and leaving 115,423 shares worth $3.91M. The position accounts for 2.39% of the portfolio, ranked #12.
Broadview Financial Management first reported a position in SCHG in Q4 2017 and has held it in 35 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- Broadview Financial Management held 115,423 shares of Schwab US Large-Cap Growth ETF worth $3.91M as of Q2 2026.
- Broadview Financial Management sold 522 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $17.3K.
- Schwab US Large-Cap Growth ETF made up 2.39% of Broadview Financial Management's portfolio in Q2 2026, its #12 holding.
- Broadview Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.