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

Colton Groome 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	$505K	Hold	14,934	–	–	0.12%	98
2026 Q1	$435K	Sell	14,934 -3,371	-18%	-$105K	0.12%	88
2025 Q4	$597K	Sell	18,305 -1,385	-7%	-$45K	0.17%	78
2025 Q3	$628K	Sell	19,690 -1,881	-9%	-$57.3K	0.19%	72
2025 Q2	$630K	Sell	21,571 -863	-4%	-$22.8K	0.21%	69
2025 Q1	$570K	Sell	22,434 -5,700	-20%	-$156K	0.22%	61
2024 Q4	$784K	Sell	28,134 -1,030	-4%	-$28.2K	0.3%	51
2024 Q3	$760K	Sell	29,164 -3,676	-11%	-$92.5K	0.28%	52
2024 Q2	$828K	Sell	32,840 -1,152	-3%	-$27.2K	0.33%	49
2024 Q1	$788K	Sell	33,992 -5,996	-15%	-$133K	0.32%	50
2023 Q4	$829K	Sell	39,988 -3,080	-7%	-$59.6K	0.36%	49
2023 Q3	$783K	Sell	43,068 -4,704	-10%	-$88.5K	0.39%	55
2023 Q2	$895K	Sell	47,772 -7,008	-13%	-$120K	0.42%	54
2023 Q1	$893K	Sell	54,780 -191,028	-78%	-$2.9M	0.43%	50
2022 Q4	$3.41M	Buy	245,808 +23,748	+11%	+$341K	1.67%	12
2022 Q3	$3.1M	Sell	222,060 -97,568	-31%	-$1.53M	1.58%	11
2022 Q2	$4.63M	Sell	319,628 -86,940	-21%	-$1.39M	2.32%	10
2022 Q1	$7.61M	Sell	406,568 -106,256	-21%	-$1.94M	3.52%	8
2021 Q4	$10.5M	Sell	512,824 -47,672	-9%	-$953K	4.27%	4
2021 Q3	$10.4M	Buy	560,496 +124,032	+28%	+$2.36M	4.51%	6
2021 Q2	$7.96M	Buy	436,464 +52,272	+14%	+$904K	3.65%	8
2021 Q1	$6.23M	Sell	384,192 -199,808	-34%	-$3.25M	3.48%	13
2020 Q4	$9.37M	Sell	584,000 -374,008	-39%	-$5.67M	6.04%	3
2020 Q3	$13.8M	Buy	958,008 +98,176	+11%	+$1.37M	9.68%	2
2020 Q2	$10.9M	Buy	859,832 +343,024	+66%	+$4M	7.94%	3
2020 Q1	$5.14M	Sell	516,808 -129,616	-20%	-$1.48M	4.26%	4
2019 Q4	$7.51M	Sell	646,424 -9,960	-2%	-$110K	5.38%	6
2019 Q3	$7.2M	Sell	656,384 -915,472	-58%	-$9.65M	5.32%	5
2019 Q2	$16.3M	Buy	+1,571,856	New	+$16M	13.1%	1

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

Colton Groome Financial Advisors's SCHG Position: Q2 2026 in Review

Colton Groome Financial Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 14,934 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #98.

Colton Groome Financial Advisors first reported a position in SCHG in Q2 2019 and has held it in 29 quarters since. The position peaked at $16.3M in Q2 2019. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Colton Groome Financial Advisors held 14,934 shares of Schwab US Large-Cap Growth ETF worth $505K as of Q2 2026.
Colton Groome Financial Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.12% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #98 holding.
Colton Groome Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
Colton Groome Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $16.3M in Q2 2019.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.