Fiduciary Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fiduciary Family Office’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	–	Sell	-7,995	Closed	-$233K	–	194
2026 Q1	$233K	Sell	7,995 -1,922	-19%	-$59.7K	0.07%	169
2025 Q4	$323K	Buy	9,917 +174	+2%	+$5.66K	0.09%	135
2025 Q3	$311K	Buy	9,743 +1,038	+12%	+$31.6K	0.09%	149
2025 Q2	$254K	Buy	+8,705	New	+$230K	0.08%	165
2024 Q4	–	Sell	-17,280	Closed	-$450K	–	219
2024 Q3	$450K	Sell	17,280 -5,904	-25%	-$149K	0.15%	137
2024 Q2	$584K	Buy	23,184 +2,688	+13%	+$63.4K	0.23%	112
2024 Q1	$475K	Buy	+20,496	New	+$453K	0.19%	140

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

Fiduciary Family Office's SCHG Position: Q2 2026 in Review

Fiduciary Family Office sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 7,995 shares — an estimated $233K sold.

Fiduciary Family Office first reported a position in SCHG in Q1 2024 and held it in 7 quarters. The position peaked at $584K in Q2 2024. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fiduciary Family Office reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Fiduciary Family Office sold 7,995 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $233K.
Fiduciary Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 7 quarters.
Fiduciary Family Office's Schwab US Large-Cap Growth ETF position peaked at $584K in Q2 2024.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.