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

Financial Synergies Wealth 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	$39.9M	Sell	1,180,275 -59,970	-5%	-$1.99M	3.39%	9
2026 Q1	$36.1M	Buy	1,240,245 +25,085	+2%	+$780K	3.45%	9
2025 Q4	$39.6M	Sell	1,215,160 -4,803	-0.4%	-$156K	3.83%	9
2025 Q3	$38.9M	Sell	1,219,963 -5,692	-0.5%	-$173K	3.94%	9
2025 Q2	$35.8M	Sell	1,225,655 -3,669	-0.3%	-$97K	3.9%	9
2025 Q1	$30.8M	Sell	1,229,324 -6,182	-0.5%	-$169K	3.75%	9
2024 Q4	$34.4M	Sell	1,235,506 -7,030	-0.6%	-$192K	4.27%	8
2024 Q3	$32.4M	Sell	1,242,536 -892	-0.1%	-$22.4K	4.02%	9
2024 Q2	$31.3M	Sell	1,243,428 -54,892	-4%	-$1.29M	4.22%	8
2024 Q1	$30.1M	Buy	1,298,320 +9,024	+0.7%	+$200K	3.95%	8
2023 Q4	$17.9M	Sell	1,289,296 -52,408	-4%	-$1.01M	2.77%	13
2023 Q3	$24.4M	Sell	1,341,704 -56,720	-4%	-$1.07M	3.52%	9
2023 Q2	$26.2M	Buy	1,398,424 +34,044	+2%	+$584K	3.68%	9
2023 Q1	$22.2M	Buy	1,364,380 +75,084	+6%	+$1.14M	3.26%	11
2022 Q4	$17.9M	Buy	1,289,296 +594,788	+86%	+$8.55M	2.77%	13
2022 Q3	$9.69M	Sell	694,508 -24,196	-3%	-$379K	1.67%	17
2022 Q2	$10.4M	Buy	718,704 +678,968	+1,709%	+$10.9M	1.7%	17
2022 Q1	$743K	Buy	39,736 +32	+0.1%	+$584	0.12%	39
2021 Q4	$813K	Buy	39,704 +11,936	+43%	+$239K	0.11%	41
2021 Q3	$514K	Buy	27,768 +24	+0.1%	+$457	0.07%	45
2021 Q2	$506K	Buy	27,744 +24	+0.1%	+$415	0.07%	44
2021 Q1	$450K	Buy	27,720 +32	+0.1%	+$521	0.07%	43
2020 Q4	$444K	Buy	27,688 +40	+0.1%	+$607	0.07%	41
2020 Q3	$398K	Buy	27,648 +40	+0.1%	+$558	0.1%	47
2020 Q2	$350K	Buy	27,608 +40	+0.1%	+$466	0.12%	38
2020 Q1	$274K	Sell	27,568 -4,080	-13%	-$46.5K	0.16%	27
2019 Q4	$368K	Buy	31,648 +152	+0.5%	+$1.68K	0.17%	22
2019 Q3	$331K	Buy	31,496 +72	+0.2%	+$759	0.16%	21
2019 Q2	$327K	Hold	31,424	–	–	0.16%	21
2019 Q1	$312K	Buy	+31,424	New	+$297K	0.17%	21

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.8% in Q2 2026, selling an estimated $1.99M and leaving 1,180,275 shares worth $39.9M. The position accounts for 3.39% of the portfolio, ranked #9.

Financial Synergies Wealth Advisors first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. 978 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Financial Synergies Wealth Advisors held 1,180,275 shares of Schwab US Large-Cap Growth ETF worth $39.9M as of Q2 2026.
Financial Synergies Wealth Advisors sold 59,970 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.99M.
Schwab US Large-Cap Growth ETF made up 3.39% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Financial Synergies Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
978 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.