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

Ethos 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 		$25.8M Sell
776,885
-88,927
-10% -$2.95M 1.73% 11
2026
Q1 		$25.2M Sell
865,812
-8,558
-1% -$266K 1.84% 8
2025
Q4 		$28.5M Sell
874,370
-27,898
-3% -$907K 2.11% 8
2025
Q3 		$28.8M Buy
902,268
+34,294
+4% +$1.05M 2.26% 8
2025
Q2 		$25.4M Buy
867,974
+65,438
+8% +$1.73M 2.18% 8
2025
Q1 		$22.4M Buy
802,536
+64
+0% +$1.75K 2.14% 7
2024
Q4 		$22.4M Buy
802,472
+70,640
+10% +$1.93M 2.92% 5
2024
Q3 		$19.1M Sell
731,832
-12,444
-2% -$313K 3.14% 7
2024
Q2 		$18.8M Buy
744,276
+57,332
+8% +$1.35M 3.31% 5
2024
Q1 		$15.9M Buy
686,944
+36,344
+6% +$804K 3.01% 5
2023
Q4 		$13.5M Buy
650,600
+72,148
+12% +$1.4M 2.87% 6
2023
Q3 		$10.5M Buy
+578,452
New +$10.9M 2.72% 9

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Ethos Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, selling an estimated $2.95M and leaving 776,885 shares worth $25.8M. The position accounts for 1.73% of the portfolio, ranked #11.

Ethos Financial Group first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.8M in Q3 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Ethos Financial Group held 776,885 shares of Schwab US Large-Cap Growth ETF worth $25.8M as of Q2 2026.
  • Ethos Financial Group sold 88,927 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.95M.
  • Schwab US Large-Cap Growth ETF made up 1.73% of Ethos Financial Group's portfolio in Q2 2026, its #11 holding.
  • Ethos Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Ethos Financial Group's Schwab US Large-Cap Growth ETF position peaked at $28.8M in Q3 2025.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.