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

Fingerlakes 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	$8.89M	Buy	262,572 +16,812	+7%	+$557K	4.78%	4
2026 Q1	$7.16M	Buy	245,760 +14,524	+6%	+$451K	4.75%	5
2025 Q4	$7.54M	Buy	231,236 +12,988	+6%	+$422K	4.79%	4
2025 Q3	$6.96M	Buy	218,248 +23,155	+12%	+$706K	4.54%	4
2025 Q2	$5.7M	Buy	195,093 +28,317	+17%	+$749K	4.25%	5
2025 Q1	$4.18M	Buy	166,776 +15,653	+10%	+$429K	3.55%	6
2024 Q4	$4.21M	Buy	151,123 +17,727	+13%	+$485K	3.4%	6
2024 Q3	$3.47M	Buy	133,396 +23,016	+21%	+$579K	2.89%	7
2024 Q2	$2.78M	Buy	110,380 +20,012	+22%	+$472K	2.5%	9
2024 Q1	$2.09M	Buy	90,368 +6,328	+8%	+$140K	2.02%	15
2023 Q4	$1.74M	Buy	84,040 +15,480	+23%	+$299K	1.87%	18
2023 Q3	$1.25M	Buy	68,560 +2,076	+3%	+$39.1K	1.52%	22
2023 Q2	$1.25M	Buy	66,484 +1,848	+3%	+$31.7K	1.43%	23
2023 Q1	$1.05M	Buy	64,636 +16,428	+34%	+$249K	1.31%	26
2022 Q4	$670K	Sell	48,208 -1,328	-3%	-$19.1K	0.92%	33
2022 Q3	$691K	Buy	49,536 +2,376	+5%	+$37.2K	1.01%	31
2022 Q2	$684K	Buy	47,160 +23,636	+100%	+$378K	0.94%	31
2022 Q1	$440K	Buy	23,524 +13,060	+125%	+$238K	0.51%	58
2021 Q4	$210K	Buy	+10,464	New	+$209K	0.24%	88

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

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

Fingerlakes Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.8% in Q2 2026, buying an estimated $557K and bringing the position to 262,572 shares worth $8.89M. The position accounts for 4.78% of the portfolio, ranked #4.

Fingerlakes Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fingerlakes Wealth Management held 262,572 shares of Schwab US Large-Cap Growth ETF worth $8.89M as of Q2 2026.
Fingerlakes Wealth Management bought 16,812 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $557K.
Schwab US Large-Cap Growth ETF made up 4.78% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #4 holding.
Fingerlakes Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.