CFS Investment Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CFS Investment Advisory Services’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	$203K	Buy	+5,964	New	+$198K	0.01%	351
2025 Q3	–	Sell	-7,269	Closed	-$212K	–	346
2025 Q2	$212K	Buy	+7,269	New	+$192K	0.02%	311
2021 Q3	–	Sell	-836,912	Closed	-$15.3M	–	210
2021 Q2	$15.3M	Buy	+836,912	New	+$14.5M	13.92%	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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFS Investment Advisory Services's SCHG Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 5,964 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: CFS Investment Advisory Services previously reported a position in SCHG as recently as Q2 2025.

CFS Investment Advisory Services first reported a position in SCHG in Q2 2021 and has held it in 3 quarters since. The position peaked at $15.3M in Q2 2021. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

CFS Investment Advisory Services held 5,964 shares of Schwab US Large-Cap Growth ETF worth $203K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new CFS Investment Advisory Services position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of CFS Investment Advisory Services's portfolio in Q2 2026, its #351 holding.
CFS Investment Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 3 quarters since.
CFS Investment Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $15.3M in Q2 2021.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.