CGC Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CGC Financial 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	$27.1K	Hold	800	–	–	0.01%	167
2026 Q1	$23.3K	Sell	800 -259	-24%	-$8.05K	0.01%	165
2025 Q4	$34.5K	Hold	1,059	–	–	0.01%	155
2025 Q3	$33.8K	Sell	1,059 -14	-1%	-$427	0.01%	151
2025 Q2	$31.3K	Hold	1,073	–	–	0.01%	149
2025 Q1	$26.9K	Buy	1,073 +273	+34%	+$7.48K	0.01%	145
2024 Q4	$22.3K	Hold	800	–	–	0.01%	156
2024 Q3	$20.8K	Hold	800	–	–	0.01%	162
2024 Q2	$20.2K	Hold	800	–	–	0.01%	158
2024 Q1	$18.5K	Hold	800	–	–	0.01%	167
2023 Q4	$16.6K	Hold	800	–	–	0.01%	182
2023 Q3	$14.5K	Hold	800	–	–	0.01%	152
2023 Q2	$15K	Buy	+800	New	+$13.7K	0.01%	158

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

CGC Financial Services's SCHG Position: Q2 2026 in Review

CGC Financial Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 800 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #167.

CGC Financial Services first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.5K in Q4 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

CGC Financial Services held 800 shares of Schwab US Large-Cap Growth ETF worth $27.1K as of Q2 2026.
CGC Financial Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #167 holding.
CGC Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Schwab US Large-Cap Growth ETF position peaked at $34.5K in Q4 2025.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.