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Finer Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Finer Wealth Management’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 		$421K Buy
12,444
+185
+2% +$6.13K 0.19% 64
2026
Q1 		$357K Sell
12,259
-302
-2% -$9.39K 0.18% 68
2025
Q4 		$410K Sell
12,561
-156
-1% -$5.07K 0.2% 64
2025
Q3 		$406K Sell
12,717
-905
-7% -$27.6K 0.2% 61
2025
Q2 		$398K Sell
13,622
-1,240
-8% -$32.8K 0.21% 66
2025
Q1 		$372K Buy
14,862
+196
+1% +$5.37K 0.22% 67
2024
Q4 		$409K Sell
14,666
-510
-3% -$13.9K 0.23% 64
2024
Q3 		$395K Sell
15,176
-1,032
-6% -$26K 0.24% 63
2024
Q2 		$409K Buy
16,208
+380
+2% +$8.96K 0.26% 58
2024
Q1 		$367K Sell
15,828
-1,536
-9% -$34K 0.24% 63
2023
Q4 		$360K Sell
17,364
-32
-0.2% -$619 0.27% 61
2023
Q3 		$316K Buy
17,396
+1,184
+7% +$22.3K 0.25% 62
2023
Q2 		$304K Sell
16,212
-1,760
-10% -$30.2K 0.24% 67
2023
Q1 		$293K Sell
17,972
-120
-0.7% -$1.82K 0.25% 69
2022
Q4 		$251K Buy
18,092
+592
+3% +$8.51K 0.24% 71
2022
Q3 		$244K Buy
17,500
+1,328
+8% +$20.8K 0.24% 71
2022
Q2 		$235K Buy
16,172
+88
+0.5% +$1.41K 0.21% 73
2022
Q1 		$301K Sell
16,084
-884
-5% -$16.1K 0.25% 72
2021
Q4 		$362K Buy
+16,968
New +$339K 0.3% 66

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

Finer Wealth Management's SCHG Position: Q2 2026 in Review

Finer Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q2 2026, buying an estimated $6.13K and bringing the position to 12,444 shares worth $421K. The position accounts for 0.19% of the portfolio, ranked #64.

Finer Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Finer Wealth Management held 12,444 shares of Schwab US Large-Cap Growth ETF worth $421K as of Q2 2026.
  • Finer Wealth Management bought 185 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.13K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Finer Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Finer Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.