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

Financial Management Professionals’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 		$399K Sell
11,803
-836
-7% -$27.7K 0.04% 134
2026
Q1 		$368K Sell
12,639
-1,820,196
-99% -$56.6M 0.04% 122
2025
Q4 		$59.8M Sell
1,832,835
-164,691
-8% -$5.36M 6.17% 3
2025
Q3 		$63.7M Buy
1,997,526
+11,787
+0.6% +$359K 6.63% 2
2025
Q2 		$58M Buy
1,985,739
+83,292
+4% +$2.2M 6.53% 2
2025
Q1 		$47.6M Buy
1,902,447
+67,476
+4% +$1.85M 6.08% 3
2024
Q4 		$51.1M Buy
1,834,971
+23,987
+1% +$656K 6.46% 2
2024
Q3 		$47.2M Sell
1,810,984
-219,256
-11% -$5.52M 5.86% 2
2024
Q2 		$51.2M Buy
2,030,240
+14,448
+0.7% +$341K 7.02% 2
2024
Q1 		$46.7M Buy
2,015,792
+43,088
+2% +$953K 6.89% 2
2023
Q4 		$40.9M Buy
1,972,704
+1,908
+0.1% +$36.9K 6.67% 2
2023
Q3 		$35.8M Buy
1,970,796
+75,916
+4% +$1.43M 6.3% 3
2023
Q2 		$35.5M Buy
1,894,880
+1,894,648
+816,659% +$32.5M 5.94% 3
2023
Q1 		$4K Buy
232
+8
+4% +$121 ﹤0.01% 731
2022
Q4 		$3K Hold
224
– – ﹤0.01% 704
2022
Q3 		$3K Hold
224
– – ﹤0.01% 698
2022
Q2 		$3K Hold
224
– – ﹤0.01% 711
2022
Q1 		$4K Sell
224
-224
-50% -$4.08K ﹤0.01% 681
2021
Q4 		$9K Buy
448
+224
+100% +$4.48K ﹤0.01% 510
2021
Q3 		$4K Sell
224
-2,016
-90% -$38.4K ﹤0.01% 627
2021
Q2 		$41K Buy
2,240
+384
+21% +$6.64K 0.01% 239
2021
Q1 		$30K Sell
1,856
-456
-20% -$7.42K 0.01% 246
2020
Q4 		$37K Sell
2,312
-5,728
-71% -$86.9K 0.01% 240
2020
Q3 		$116K Sell
8,040
-1,406,184
-99% -$19.6M 0.04% 91
2020
Q2 		$17.9M Sell
1,414,224
-580,024
-29% -$6.76M 6.19% 6
2020
Q1 		$19.9M Sell
1,994,248
-542,008
-21% -$6.18M 8.42% 5
2019
Q4 		$29.5M Buy
2,536,256
+45,560
+2% +$502K 9.75% 3
2019
Q3 		$26.2M Buy
2,490,696
+2,490,392
+819,208% +$26.2M 9.64% 2
2019
Q2 		$3K Sell
304
-800
-72% -$8.13K ﹤0.01% 267
2019
Q1 		$11K Hold
1,104
– – ﹤0.01% 158
2018
Q4 		$10K Sell
1,104
-3,118,792
-100% -$29M 0.01% 154
2018
Q3 		$32M Sell
3,119,896
-57,480
-2% -$573K 12.42% 3
2018
Q2 		$30.1M Buy
3,177,376
+3,176,040
+237,728% +$29.6M 12.26% 3
2018
Q1 		$12K Sell
1,336
-848
-39% -$7.82K 0.01% 157
2017
Q4 		$19K Hold
2,184
– – 0.01% 115
2017
Q3 		$18K Sell
2,184
-2,992,480
-100% -$24.3M 0.01% 113
2017
Q2 		$23.7M Buy
2,994,664
+2,994,240
+706,189% +$23.3M 10.73% 3
2017
Q1 		$3K Sell
424
-8
-2% -$59 ﹤0.01% 239
2016
Q4 		$3K Sell
432
-64
-13% -$443 ﹤0.01% 227
2016
Q3 		$3K Sell
496
-44,944
-99% -$309K ﹤0.01% 255
2016
Q2 		$298K Sell
45,440
-4,008,464
-99% -$26.3M 0.16% 32
2016
Q1 		$26.6M Buy
4,053,904
+4,053,480
+956,009% +$25.1M 13.75% 2
2015
Q4 		$2K Sell
424
-2,167,792
-100% -$14.5M ﹤0.01% 219
2015
Q3 		$13.5M Sell
2,168,216
-4,074,320
-65% -$27.1M 9.17% 3
2015
Q2 		$41.9M Buy
+6,242,536
New +$42.6M 19.6% 2

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Financial Management Professionals's SCHG Position: Q2 2026 in Review

Financial Management Professionals reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.6% in Q2 2026, selling an estimated $27.7K and leaving 11,803 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #134.

Financial Management Professionals first reported a position in SCHG in Q2 2015 and has held it in 45 quarters since. The position peaked at $63.7M in Q3 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Financial Management Professionals held 11,803 shares of Schwab US Large-Cap Growth ETF worth $399K as of Q2 2026.
  • Financial Management Professionals sold 836 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $27.7K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #134 holding.
  • Financial Management Professionals first reported a position in Schwab US Large-Cap Growth ETF in Q2 2015 and has held it in 45 quarters since.
  • Financial Management Professionals's Schwab US Large-Cap Growth ETF position peaked at $63.7M in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.