FGC
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Financial Gravity Companies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Gravity Companies’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 		$44.6K Buy
+1,319
New +$43.7K 0.01% 325
2025
Q2 		$23.9K Buy
+818
New +$21.6K ﹤0.01% 423
2024
Q4 		$557 Hold
20
– – ﹤0.01% 854
2024
Q3 		$521 Buy
+20
New +$503 ﹤0.01% 584

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Gravity Companies's SCHG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 1,319 shares worth $44.6K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHG as recently as Q2 2025.

Financial Gravity Companies first reported a position in SCHG in Q3 2024 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Financial Gravity Companies held 1,319 shares of Schwab US Large-Cap Growth ETF worth $44.6K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Financial Gravity Companies position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #325 holding.
  • Financial Gravity Companies first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.