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

Community Financial Services Group’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 		$46.7K Hold
1,368
– – 0.01% 240
2026
Q1 		$40.2K Buy
+1,368
New +$42.5K 0.01% 203

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

Community Financial Services Group's SCHG Position: Q2 2026 in Review

Community Financial Services Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,368 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #240.

Community Financial Services Group first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Community Financial Services Group held 1,368 shares of Schwab US Large-Cap Growth ETF worth $46.7K as of Q2 2026.
  • Community Financial Services Group 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 Community Financial Services Group's portfolio in Q2 2026, its #240 holding.
  • Community Financial Services Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.