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

Cahill 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 		$9.97M Buy
294,569
+4,307
+1% +$143K 0.96% 23
2026
Q1 		$8.46M Sell
290,262
-9,489
-3% -$295K 0.92% 24
2025
Q4 		$9.78M Sell
299,751
-7,006
-2% -$228K 1.07% 20
2025
Q3 		$9.79M Buy
306,757
+21,796
+8% +$664K 1.11% 21
2025
Q2 		$8.32M Buy
284,961
+19,672
+7% +$520K 1.03% 22
2025
Q1 		$6.64M Buy
265,289
+7,338
+3% +$201K 0.9% 24
2024
Q4 		$7.19M Buy
257,951
+1,743
+0.7% +$47.7K 0.97% 22
2024
Q3 		$6.67M Buy
256,208
+9,696
+4% +$244K 0.91% 23
2024
Q2 		$6.21M Sell
246,512
-3,880
-2% -$91.5K 0.85% 24
2024
Q1 		$5.8M Buy
250,392
+36,060
+17% +$798K 0.79% 27
2023
Q4 		$4.45M Buy
214,332
+12,432
+6% +$240K 0.66% 33
2023
Q3 		$3.67M Sell
201,900
-2,600
-1% -$48.9K 0.61% 33
2023
Q2 		$3.83M Sell
204,500
-16,520
-7% -$283K 0.62% 33
2023
Q1 		$3.6M Sell
221,020
-17,196
-7% -$261K 0.64% 34
2022
Q4 		$3.31M Sell
238,216
-10,148
-4% -$146K 0.64% 34
2022
Q3 		$3.46M Buy
248,364
+7,092
+3% +$111K 0.73% 34
2022
Q2 		$3.5M Buy
241,272
+21,852
+10% +$349K 0.74% 34
2022
Q1 		$4.1M Sell
219,420
-36,740
-14% -$670K 0.77% 32
2021
Q4 		$5.24M Buy
256,160
+8,112
+3% +$162K 1.01% 23
2021
Q3 		$4.59M Buy
248,048
+2,416
+1% +$46K 0.94% 23
2021
Q2 		$4.48M Sell
245,632
-11,312
-4% -$196K 1.01% 21
2021
Q1 		$4.17M Sell
256,944
-4,488
-2% -$73K 1.02% 21
2020
Q4 		$4.2M Buy
261,432
+85,064
+48% +$1.29M 1.06% 18
2020
Q3 		$2.54M Buy
176,368
+240
+0.1% +$3.35K 0.91% 26
2020
Q2 		$2.24M Sell
176,128
-86,800
-33% -$1.01M 0.86% 29
2020
Q1 		$2.62M Buy
262,928
+200
+0.1% +$2.28K 1.21% 21
2019
Q4 		$3.05M Sell
262,728
-9,520
-3% -$105K 1.11% 23
2019
Q3 		$2.86M Buy
272,248
+23,928
+10% +$252K 1.11% 21
2019
Q2 		$2.58M Buy
248,320
+6,000
+2% +$61K 1.02% 25
2019
Q1 		$2.41M Buy
242,320
+177,888
+276% +$1.68M 1% 25
2018
Q4 		$556K Buy
64,432
+1,048
+2% +$9.76K 0.28% 86
2018
Q3 		$650K Buy
63,384
+1,208
+2% +$12K 0.29% 83
2018
Q2 		$589K Buy
62,176
+4,912
+9% +$45.7K 0.27% 90
2018
Q1 		$514K Buy
57,264
+80
+0.1% +$737 0.25% 94
2017
Q4 		$506K Buy
57,184
+104
+0.2% +$894 0.25% 95
2017
Q3 		$472K Buy
57,080
+10,616
+23% +$86.1K 0.25% 92
2017
Q2 		$368K Buy
46,464
+4,088
+10% +$31.9K 0.2% 103
2017
Q1 		$321K Buy
42,376
+424
+1% +$3.13K 0.19% 101
2016
Q4 		$293K Sell
41,952
-4,904
-10% -$33.9K 0.18% 100
2016
Q3 		$325K Sell
46,856
-4,296
-8% -$29.5K 0.21% 98
2016
Q2 		$336K Buy
51,152
+1,736
+4% +$11.4K 0.23% 91
2016
Q1 		$324K Buy
49,416
+4,080
+9% +$25.3K 0.24% 85
2015
Q4 		$300K Buy
45,336
+5,088
+13% +$34K 0.25% 83
2015
Q3 		$252K Buy
+40,248
New +$268K 0.2% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cahill Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q2 2026, buying an estimated $143K and bringing the position to 294,569 shares worth $9.97M. The position accounts for 0.96% of the portfolio, ranked #23.

Cahill Financial Advisors first reported a position in SCHG in Q3 2015 and has held it in 44 quarters since. 1,369 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cahill Financial Advisors held 294,569 shares of Schwab US Large-Cap Growth ETF worth $9.97M as of Q2 2026.
  • Cahill Financial Advisors bought 4,307 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $143K.
  • Schwab US Large-Cap Growth ETF made up 0.96% of Cahill Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Cahill Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and has held it in 44 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.