Fi3 Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fi3 Financial 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	$261K	Sell	8,220 -22,614	-73%	-$749K	0.06%	189
2026 Q1	$898K	Sell	30,834 -3,212	-9%	-$99.8K	0.26%	39
2025 Q4	$1.11M	Hold	34,046	–	–	0.34%	32
2025 Q3	$1.09M	Sell	34,046 -990	-3%	-$30.2K	0.37%	29
2025 Q2	$1.02M	Hold	35,036	–	–	0.37%	27
2025 Q1	$877K	Sell	35,036 -1,764	-5%	-$48.3K	0.36%	33
2024 Q4	$1.03M	Sell	36,800 -88	-0.2%	-$2.41K	0.38%	31
2024 Q3	$961K	Buy	+36,888	New	+$928K	0.38%	29

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fi3 Financial Advisors's SCHG Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 73% in Q2 2026, selling an estimated $749K and leaving 8,220 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #189.

Fi3 Financial Advisors first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fi3 Financial Advisors held 8,220 shares of Schwab US Large-Cap Growth ETF worth $261K as of Q2 2026.
Fi3 Financial Advisors sold 22,614 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $749K.
Schwab US Large-Cap Growth ETF made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #189 holding.
Fi3 Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Fi3 Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.11M in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.