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

Define Financial’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	$236K	Buy	+6,971	New	+$231K	0.11%	44
2026 Q1	–	Sell	-6,609	Closed	-$216K	–	45
2025 Q4	$216K	Buy	6,609 +7	+0.1%	+$228	0.12%	40
2025 Q3	$211K	Buy	+6,602	New	+$201K	0.13%	39

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

Define Financial's SCHG Position: Q2 2026 in Review

Define Financial opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,971 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings. This is a return to the name: Define Financial previously reported a position in SCHG as recently as Q4 2025.

Define Financial first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Define Financial held 6,971 shares of Schwab US Large-Cap Growth ETF worth $236K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Define Financial position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.11% of Define Financial's portfolio in Q2 2026, its #44 holding.
Define Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.