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

Everhart 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 		$11.7M Sell
344,737
-13,399
-4% -$444K 0.75% 20
2026
Q1 		$10.4M Sell
358,136
-8,476
-2% -$263K 0.89% 20
2025
Q4 		$12M Sell
366,612
-76,069
-17% -$2.47M 1.11% 14
2025
Q3 		$14.1M Buy
442,681
+2,647
+0.6% +$80.7K 1.42% 9
2025
Q2 		$12.9M Sell
440,034
-5,600
-1% -$148K 1.49% 11
2025
Q1 		$11.2M Sell
445,634
-22,543
-5% -$617K 1.53% 9
2024
Q4 		$13M Sell
468,177
-10,383
-2% -$284K 2.69% 5
2024
Q3 		$12.5M Buy
478,560
+7,556
+2% +$190K 2.76% 5
2024
Q2 		$11.9M Sell
471,004
-5,688
-1% -$134K 3.08% 5
2024
Q1 		$11M Sell
476,692
-4,272
-0.9% -$94.5K 3.22% 5
2023
Q4 		$9.98M Buy
480,964
+1,000
+0.2% +$19.3K 3.53% 4
2023
Q3 		$8.72M Sell
479,964
-18,156
-4% -$342K 3.7% 3
2023
Q2 		$9.33M Sell
498,120
-12,948
-3% -$222K 3.86% 3
2023
Q1 		$8.33M Buy
511,068
+63,600
+14% +$965K 3.74% 5
2022
Q4 		$6.21M Buy
447,468
+20,436
+5% +$294K 3.12% 6
2022
Q3 		$5.96M Buy
427,032
+23,144
+6% +$363K 3.3% 6
2022
Q2 		$5.86M Buy
403,888
+4,524
+1% +$72.3K 3.56% 4
2022
Q1 		$7.47M Buy
399,364
+10,356
+3% +$189K 4.32% 3
2021
Q4 		$7.96M Sell
389,008
-320
-0.1% -$6.4K 4.81% 3
2021
Q3 		$7.21M Sell
389,328
-22,464
-5% -$428K 4.94% 3
2021
Q2 		$7.51M Sell
411,792
-27,584
-6% -$477K 5.17% 3
2021
Q1 		$7.13M Sell
439,376
-14,360
-3% -$234K 6.25% 3
2020
Q4 		$7.28M Buy
+453,736
New +$6.88M 6.72% 3

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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

Everhart Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.7% in Q2 2026, selling an estimated $444K and leaving 344,737 shares worth $11.7M. The position accounts for 0.75% of the portfolio, ranked #20.

Everhart Financial Group first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.1M in Q3 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Everhart Financial Group held 344,737 shares of Schwab US Large-Cap Growth ETF worth $11.7M as of Q2 2026.
  • Everhart Financial Group sold 13,399 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $444K.
  • Schwab US Large-Cap Growth ETF made up 0.75% of Everhart Financial Group's portfolio in Q2 2026, its #20 holding.
  • Everhart Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Schwab US Large-Cap Growth ETF position peaked at $14.1M in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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