Capital Squared Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capital Squared Financial’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	$10.7M	Buy	317,534 +3,038	+1%	+$101K	7.03%	3
2026 Q1	$9.16M	Sell	314,496 -379	-0.1%	-$11.8K	7%	3
2025 Q4	$10.3M	Buy	314,875 +9,098	+3%	+$296K	8.01%	1
2025 Q3	$9.76M	Buy	305,777 +31,907	+12%	+$972K	8.46%	1
2025 Q2	$8M	Buy	+273,870	New	+$7.24M	9.33%	2

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Capital Squared Financial's SCHG Position: Q2 2026 in Review

Capital Squared Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.97% in Q2 2026, buying an estimated $101K and bringing the position to 317,534 shares worth $10.7M. The position accounts for 7.03% of the portfolio, ranked #3.

Capital Squared Financial first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Capital Squared Financial held 317,534 shares of Schwab US Large-Cap Growth ETF worth $10.7M as of Q2 2026.
Capital Squared Financial bought 3,038 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $101K.
Schwab US Large-Cap Growth ETF made up 7.03% of Capital Squared Financial's portfolio in Q2 2026, its #3 holding.
Capital Squared Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.