FinDec Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FinDec Wealth Services’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	$11.3M	Sell	334,533 -34,761	-9%	-$1.15M	13.37%	2
2026 Q1	$10.8M	Sell	369,294 -16,818	-4%	-$523K	13.15%	2
2025 Q4	$12.6M	Sell	386,112 -25,899	-6%	-$842K	13.51%	2
2025 Q3	$13.1M	Sell	412,011 -41,656	-9%	-$1.27M	13.61%	2
2025 Q2	$13.3M	Sell	453,667 -35,249	-7%	-$932K	13.86%	2
2025 Q1	$12.2M	Buy	488,916 +322,242	+193%	+$8.83M	12.1%	2
2024 Q4	$4.65M	Sell	166,674 -43,298	-21%	-$1.18M	3.23%	13
2024 Q3	$5.47M	Buy	209,972 +2,956	+1%	+$74.4K	3.17%	13
2024 Q2	$5.22M	Sell	207,016 -17,912	-8%	-$423K	3.29%	13
2024 Q1	$5.21M	Sell	224,928 -4,520	-2%	-$100K	3.28%	14
2023 Q4	$4.76M	Buy	229,448 +42,628	+23%	+$825K	3.18%	15
2023 Q3	$3.4M	Sell	186,820 -1,616	-0.9%	-$30.4K	2.45%	17
2023 Q2	$3.53M	Sell	188,436 -1,128	-0.6%	-$19.3K	2.47%	17
2023 Q1	$3.09M	Buy	189,564 +150,116	+381%	+$2.28M	2.34%	18
2022 Q4	$548K	Buy	+39,448	New	+$567K	0.45%	30

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

FinDec Wealth Services's SCHG Position: Q2 2026 in Review

FinDec Wealth Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.4% in Q2 2026, selling an estimated $1.15M and leaving 334,533 shares worth $11.3M. The position accounts for 13.37% of the portfolio, ranked #2.

FinDec Wealth Services first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.3M in Q2 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

FinDec Wealth Services held 334,533 shares of Schwab US Large-Cap Growth ETF worth $11.3M as of Q2 2026.
FinDec Wealth Services sold 34,761 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.15M.
Schwab US Large-Cap Growth ETF made up 13.37% of FinDec Wealth Services's portfolio in Q2 2026, its #2 holding.
FinDec Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $13.3M in Q2 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.