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

Ehrlich 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 		$574K Buy
16,953
+200
+1% +$6.63K 0.3% 74
2026
Q1 		$488K Buy
16,753
+400
+2% +$12.4K 0.28% 79
2025
Q4 		$533K Sell
16,353
-13
-0.1% -$423 0.3% 69
2025
Q3 		$522K Buy
16,366
+98
+0.6% +$2.99K 0.31% 66
2025
Q2 		$475K Buy
16,268
+367
+2% +$9.7K 0.31% 68
2025
Q1 		$398K Sell
15,901
-352
-2% -$9.64K 0.29% 70
2024
Q4 		$453K Buy
16,253
+4,077
+33% +$111K 0.32% 61
2024
Q3 		$317K Buy
12,176
+40
+0.3% +$1.01K 0.23% 71
2024
Q2 		$306K Buy
12,136
+1,688
+16% +$39.8K 0.24% 71
2024
Q1 		$242K Hold
10,448
– – 0.2% 84
2023
Q4 		$217K Buy
+10,448
New +$202K 0.22% 91

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

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

Ehrlich Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, buying an estimated $6.63K and bringing the position to 16,953 shares worth $574K. The position accounts for 0.3% of the portfolio, ranked #74.

Ehrlich Financial Group first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Ehrlich Financial Group held 16,953 shares of Schwab US Large-Cap Growth ETF worth $574K as of Q2 2026.
  • Ehrlich Financial Group bought 200 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.63K.
  • Schwab US Large-Cap Growth ETF made up 0.3% of Ehrlich Financial Group's portfolio in Q2 2026, its #74 holding.
  • Ehrlich Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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