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

Financial Consulate’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	$1.8M	Buy	53,128 +35	+0.1%	+$1.16K	0.2%	36
2026 Q1	$1.55M	Sell	53,093 -5,195	-9%	-$161K	0.19%	36
2025 Q4	$1.9M	Buy	58,288 +34	+0.1%	+$1.11K	0.26%	32
2025 Q3	$1.86M	Buy	58,254 +33	+0.1%	+$1.01K	0.26%	30
2025 Q2	$1.7M	Buy	58,221 +33	+0.1%	+$872	0.34%	22
2025 Q1	$1.46M	Buy	58,188 +1,267	+2%	+$34.7K	0.37%	20
2024 Q4	$1.59M	Buy	56,921 +9,981	+21%	+$273K	0.42%	20
2024 Q3	$1.22M	Buy	46,940 +28,028	+148%	+$705K	0.32%	19
2024 Q2	$477K	Sell	18,912 -1,440	-7%	-$34K	0.14%	26
2024 Q1	$472K	Buy	20,352 +1,396	+7%	+$30.9K	0.14%	27
2023 Q4	$393K	Buy	18,956 +4	+0%	+$77	0.13%	30
2023 Q3	$345K	Buy	+18,952	New	+$357K	0.15%	31

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 Consulate's SCHG Position: Q2 2026 in Review

Financial Consulate increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q2 2026, buying an estimated $1.16K and bringing the position to 53,128 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #36.

Financial Consulate first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.9M in Q4 2025. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Financial Consulate held 53,128 shares of Schwab US Large-Cap Growth ETF worth $1.8M as of Q2 2026.
Financial Consulate bought 35 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.16K.
Schwab US Large-Cap Growth ETF made up 0.2% of Financial Consulate's portfolio in Q2 2026, its #36 holding.
Financial Consulate first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Financial Consulate's Schwab US Large-Cap Growth ETF position peaked at $1.9M in Q4 2025.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.