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

Financial Sense Advisors’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	$511K	Sell	15,099 -2,017	-12%	-$66.8K	0.1%	104
2026 Q1	$499K	Sell	17,116 -6,333	-27%	-$197K	0.1%	109
2025 Q4	$765K	Sell	23,449 -550	-2%	-$17.9K	0.14%	87
2025 Q3	$766K	Buy	23,999 +1,891	+9%	+$57.6K	0.13%	98
2025 Q2	$646K	Buy	22,108 +2,543	+13%	+$67.2K	0.15%	88
2025 Q1	$490K	Sell	19,565 -77	-0.4%	-$2.11K	0.14%	80
2024 Q4	$547K	Sell	19,642 -14,178	-42%	-$388K	0.18%	76
2024 Q3	$881K	Buy	33,820 +800	+2%	+$20.1K	0.24%	60
2024 Q2	$832K	Buy	33,020 +3,292	+11%	+$77.7K	0.25%	67
2024 Q1	$689K	Buy	29,728 +10,912	+58%	+$241K	0.23%	77
2023 Q4	$390K	Buy	+18,816	New	+$364K	0.14%	86

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 Sense Advisors's SCHG Position: Q2 2026 in Review

Financial Sense Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, selling an estimated $66.8K and leaving 15,099 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #104.

Financial Sense Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $881K in Q3 2024. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Financial Sense Advisors held 15,099 shares of Schwab US Large-Cap Growth ETF worth $511K as of Q2 2026.
Financial Sense Advisors sold 2,017 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $66.8K.
Schwab US Large-Cap Growth ETF made up 0.1% of Financial Sense Advisors's portfolio in Q2 2026, its #104 holding.
Financial Sense Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Financial Sense Advisors's Schwab US Large-Cap Growth ETF position peaked at $881K in Q3 2024.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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