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

Financial Management Inc’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 		$360K Buy
10,633
+572
+6% +$19K 0.3% 33
2026
Q1 		$293K Sell
10,061
-1,348
-12% -$41.9K 0.28% 34
2025
Q4 		$372K Buy
+11,409
New +$371K 0.35% 32

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 22.96% 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 Management Inc's SCHG Position: Q2 2026 in Review

Financial Management Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.7% in Q2 2026, buying an estimated $19K and bringing the position to 10,633 shares worth $360K. The position accounts for 0.3% of the portfolio, ranked #33.

Financial Management Inc first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Financial Management Inc held 10,633 shares of Schwab US Large-Cap Growth ETF worth $360K as of Q2 2026.
  • Financial Management Inc bought 572 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $19K.
  • Schwab US Large-Cap Growth ETF made up 0.3% of Financial Management Inc's portfolio in Q2 2026, its #33 holding.
  • Financial Management Inc first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Management Inc's Schwab US Large-Cap Growth ETF position peaked at $372K in Q4 2025.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.