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FC Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FC Advisory’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 		$3.67M Buy
108,424
+2,588
+2% +$85.8K 0.97% 23
2026
Q1 		$3.08M Sell
105,836
-1,598
-1% -$49.7K 0.9% 22
2025
Q4 		$3.5M Sell
107,434
-2,607
-2% -$84.8K 1.01% 21
2025
Q3 		$3.51M Buy
110,041
+525
+0.5% +$16K 1.03% 21
2025
Q2 		$3.2M Buy
109,516
+22,509
+26% +$595K 0.99% 21
2025
Q1 		$2.18M Sell
87,007
-340
-0.4% -$9.31K 0.74% 28
2024
Q4 		$2.43M Sell
87,347
-1,773
-2% -$48.5K 0.82% 26
2024
Q3 		$2.32M Sell
89,120
-852
-0.9% -$21.4K 0.78% 28
2024
Q2 		$2.27M Sell
89,972
-2,212
-2% -$52.2K 0.83% 25
2024
Q1 		$2.14M Sell
92,184
-2,208
-2% -$48.8K 0.79% 27
2023
Q4 		$1.96M Buy
94,392
+4,456
+5% +$86.2K 0.76% 28
2023
Q3 		$1.64M Buy
89,936
+420
+0.5% +$7.91K 0.69% 30
2023
Q2 		$1.68M Sell
89,516
-1,188
-1% -$20.4K 0.69% 29
2023
Q1 		$1.48M Buy
90,704
+200
+0.2% +$3.04K 0.65% 30
2022
Q4 		$1.26M Buy
90,504
+13,308
+17% +$191K 0.59% 32
2022
Q3 		$1.08M Sell
77,196
-2,040
-3% -$32K 0.55% 31
2022
Q2 		$1.15M Sell
79,236
-35,016
-31% -$560K 0.55% 30
2022
Q1 		$2.14M Buy
114,252
+60,436
+112% +$1.1M 0.93% 21
2021
Q4 		$1.1M Sell
53,816
-464
-0.9% -$9.27K 0.46% 32
2021
Q3 		$1M Sell
54,280
-2,160
-4% -$41.1K 0.45% 31
2021
Q2 		$1.03M Buy
56,440
+40
+0.1% +$692 0.46% 30
2021
Q1 		$915K Sell
56,400
-312
-0.6% -$5.08K 0.45% 31
2020
Q4 		$910K Buy
56,712
+56
+0.1% +$849 0.46% 30
2020
Q3 		$816K Sell
56,656
-1,392
-2% -$19.4K 0.46% 30
2020
Q2 		$737K Buy
58,048
+72
+0.1% +$839 0.44% 30
2020
Q1 		$577K Sell
57,976
-5,176
-8% -$59K 0.4% 31
2019
Q4 		$744K Buy
63,152
+88
+0.1% +$970 0.43% 32
2019
Q3 		$675K Sell
63,064
-4,000
-6% -$42.2K 0.41% 31
2019
Q2 		$707K Sell
67,064
-2,528
-4% -$25.7K 0.44% 30
2019
Q1 		$691K Sell
69,592
-840
-1% -$7.94K 0.44% 29
2018
Q4 		$607K Buy
70,432
+208
+0.3% +$1.94K 0.42% 29
2018
Q3 		$720K Sell
70,224
-6,640
-9% -$66.1K 0.45% 25
2018
Q2 		$728K Hold
76,864
– – 0.47% 25
2018
Q1 		$689K Sell
76,864
-3,168
-4% -$29.2K 0.45% 25
2017
Q4 		$707K Sell
80,032
-848
-1% -$7.29K 0.46% 25
2017
Q3 		$668K Buy
80,880
+216
+0.3% +$1.75K 0.45% 25
2017
Q2 		$637K Sell
80,664
-240
-0.3% -$1.87K 0.44% 25
2017
Q1 		$612K Sell
80,904
-1,208
-1% -$8.93K 0.43% 25
2016
Q4 		$590K Buy
82,112
+248
+0.3% +$1.72K 0.44% 26
2016
Q3 		$568K Buy
81,864
+112
+0.1% +$769 0.43% 26
2016
Q2 		$536K Buy
81,752
+200
+0.2% +$1.31K 0.41% 26
2016
Q1 		$534K Buy
81,552
+15,600
+24% +$96.7K 0.44% 26
2015
Q4 		$436K Buy
65,952
+944
+1% +$6.3K 0.37% 25
2015
Q3 		$406K Buy
+65,008
New +$433K 0.37% 25

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

FC Advisory's SCHG Position: Q2 2026 in Review

FC Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q2 2026, buying an estimated $85.8K and bringing the position to 108,424 shares worth $3.67M. The position accounts for 0.97% of the portfolio, ranked #23.

FC Advisory first reported a position in SCHG in Q3 2015 and has held it in 44 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • FC Advisory held 108,424 shares of Schwab US Large-Cap Growth ETF worth $3.67M as of Q2 2026.
  • FC Advisory bought 2,588 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $85.8K.
  • Schwab US Large-Cap Growth ETF made up 0.97% of FC Advisory's portfolio in Q2 2026, its #23 holding.
  • FC Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and has held it in 44 quarters since.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.