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

Financial Advisors Network’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	$45.8M	Buy	1,353,786 +33,748	+3%	+$1.12M	5.62%	3
2026 Q1	$38.5M	Buy	1,320,038 +21,915	+2%	+$681K	5.31%	3
2025 Q4	$42.3M	Buy	1,298,123 +32,195	+3%	+$1.05M	5.8%	3
2025 Q3	$40.4M	Buy	1,265,928 +47,648	+4%	+$1.45M	5.72%	3
2025 Q2	$35.6M	Buy	1,218,280 +35,046	+3%	+$927K	5.37%	3
2025 Q1	$29.6M	Buy	1,183,234 +19,416	+2%	+$532K	4.91%	4
2024 Q4	$32.4M	Buy	+1,163,818	New	+$31.8M	5.4%	3
2023 Q4	$22.7M	Buy	1,094,116 +33,368	+3%	+$645K	4.57%	4
2023 Q3	$19.3M	Buy	+1,060,748	New	+$20M	4.33%	4
2022 Q4	$11.5M	Buy	825,876 +40,904	+5%	+$588K	3.04%	7
2022 Q3	$11M	Buy	784,972 +60,152	+8%	+$942K	3.24%	6
2022 Q2	$10.5M	Sell	724,820 -360,856	-33%	-$5.77M	2.94%	8
2022 Q1	$20.3M	Buy	1,085,676 +52,300	+5%	+$954K	5%	5
2021 Q4	$21.2M	Buy	1,033,376 +51,888	+5%	+$1.04M	4.76%	6
2021 Q3	$20.1M	Buy	981,488 +77,416	+9%	+$1.47M	4.64%	6
2021 Q2	$16.5M	Buy	904,072 +85,960	+11%	+$1.49M	4.86%	6
2021 Q1	$13.3M	Buy	818,112 +10,128	+1%	+$165K	4.29%	6
2020 Q4	$13M	Buy	807,984 +65,824	+9%	+$998K	4.46%	5
2020 Q3	$10.7M	Sell	742,160 -33,784	-4%	-$471K	4.18%	5
2020 Q2	$9.85M	Buy	775,944 +15,344	+2%	+$179K	4.02%	6
2020 Q1	$7.57M	Buy	760,600 +213,656	+39%	+$2.44M	3.61%	7
2019 Q4	$6.35M	Buy	546,944 +232,264	+74%	+$2.56M	2.91%	5
2019 Q3	$3.31M	Buy	314,680 +50,328	+19%	+$530K	1.69%	10
2019 Q2	$2.72M	Buy	264,352 +84,688	+47%	+$861K	1.46%	12
2019 Q1	$1.75M	Buy	+179,664	New	+$1.7M	1.01%	16

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

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

Financial Advisors Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q2 2026, buying an estimated $1.12M and bringing the position to 1,353,786 shares worth $45.8M. The position accounts for 5.62% of the portfolio, ranked #3.

Financial Advisors Network first reported a position in SCHG in Q1 2019 and has held it in 25 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Financial Advisors Network held 1,353,786 shares of Schwab US Large-Cap Growth ETF worth $45.8M as of Q2 2026.
Financial Advisors Network bought 33,748 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.12M.
Schwab US Large-Cap Growth ETF made up 5.62% of Financial Advisors Network's portfolio in Q2 2026, its #3 holding.
Financial Advisors Network first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 25 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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