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Farther Finance Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Farther Finance Advisors’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 		$30M Buy
887,030
+128,924
+17% +$4.27M 0.23% 82
2026
Q1 		$22.3M Buy
758,106
+89,488
+13% +$2.78M 0.21% 94
2025
Q4 		$21.8M Buy
668,618
+205,704
+44% +$6.69M 0.23% 83
2025
Q3 		$14.8M Buy
462,914
+34,298
+8% +$1.05M 0.22% 85
2025
Q2 		$12.5M Buy
428,616
+43,182
+11% +$1.14M 0.25% 79
2025
Q1 		$9.73M Buy
385,434
+367,081
+2,000% +$10.1M 0.25% 80
2024
Q4 		$511K Buy
18,353
+3,273
+22% +$89.5K 0.02% 571
2024
Q3 		$393K Sell
15,080
-29,132
-66% -$733K 0.01% 693
2024
Q2 		$1.12M Buy
44,212
+30,240
+216% +$713K 0.05% 274
2024
Q1 		$324K Sell
13,972
-8,380
-37% -$185K 0.02% 512
2023
Q4 		$464K Buy
22,352
+13,064
+141% +$253K 0.03% 365
2023
Q3 		$169K Buy
9,288
+700
+8% +$13.2K 0.03% 420
2023
Q2 		$161K Sell
8,588
-7,408
-46% -$127K 0.04% 347
2023
Q1 		$261K Buy
15,996
+2,700
+20% +$41K 0.08% 232
2022
Q4 		$185K Buy
+13,296
New +$191K 0.07% 234

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

Farther Finance Advisors's SCHG Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q2 2026, buying an estimated $4.27M and bringing the position to 887,030 shares worth $30M. The position accounts for 0.23% of the portfolio, ranked #82.

Farther Finance Advisors first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Farther Finance Advisors held 887,030 shares of Schwab US Large-Cap Growth ETF worth $30M as of Q2 2026.
  • Farther Finance Advisors bought 128,924 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.27M.
  • Schwab US Large-Cap Growth ETF made up 0.23% of Farther Finance Advisors's portfolio in Q2 2026, its #82 holding.
  • Farther Finance Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.