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

Copley Financial 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	$298K	Sell	8,803 -242	-3%	-$8.02K	0.18%	77
2026 Q1	$263K	Sell	9,045 -535	-6%	-$16.6K	0.16%	106
2025 Q4	$313K	Buy	9,580 +52	+0.5%	+$1.69K	0.19%	91
2025 Q3	$304K	Buy	9,528 +226	+2%	+$6.89K	0.21%	89
2025 Q2	$272K	Sell	9,302 -1,352	-13%	-$35.7K	0.2%	90
2025 Q1	$267K	Sell	10,654 -2,196	-17%	-$60.1K	0.2%	91
2024 Q4	$358K	Buy	12,850 +2,194	+21%	+$60K	0.27%	88
2024 Q3	$278K	Buy	+10,656	New	+$268K	0.25%	83

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Copley Financial Group's SCHG Position: Q2 2026 in Review

Copley Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q2 2026, selling an estimated $8.02K and leaving 8,803 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #77.

Copley Financial Group first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $358K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Copley Financial Group held 8,803 shares of Schwab US Large-Cap Growth ETF worth $298K as of Q2 2026.
Copley Financial Group sold 242 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.02K.
Schwab US Large-Cap Growth ETF made up 0.18% of Copley Financial Group's portfolio in Q2 2026, its #77 holding.
Copley Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's Schwab US Large-Cap Growth ETF position peaked at $358K in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.