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Cannon Financial Strategists’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cannon Financial Strategists’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 		$427K Buy
12,618
+442
+4% +$14.6K 0.05% 83
2026
Q1 		$355K Buy
12,176
+3,091
+34% +$96.1K 0.05% 78
2025
Q4 		$296K Buy
9,085
+9
+0.1% +$293 0.04% 78
2025
Q3 		$290K Sell
9,076
-764
-8% -$23.3K 0.04% 76
2025
Q2 		$287K Buy
9,840
+1
+0% +$26 0.05% 77
2025
Q1 		$246K Sell
9,839
-5
-0.1% -$137 0.04% 79
2024
Q4 		$274K Sell
9,844
-180
-2% -$4.92K 0.05% 78
2024
Q3 		$261K Buy
10,024
+332
+3% +$8.36K 0.05% 82
2024
Q2 		$244K Hold
9,692
– – 0.05% 81
2024
Q1 		$225K Buy
+9,692
New +$214K 0.04% 86

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cannon Financial Strategists's SCHG Position: Q2 2026 in Review

Cannon Financial Strategists increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 12,618 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #83.

Cannon Financial Strategists first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cannon Financial Strategists held 12,618 shares of Schwab US Large-Cap Growth ETF worth $427K as of Q2 2026.
  • Cannon Financial Strategists bought 442 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $14.6K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Cannon Financial Strategists's portfolio in Q2 2026, its #83 holding.
  • Cannon Financial Strategists first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.