First Heartland Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Heartland Consultants’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	$592K	Sell	17,495 -5,850	-25%	-$194K	0.04%	296
2026 Q1	$680K	Sell	23,345 -230	-1%	-$7.15K	0.05%	245
2025 Q4	$769K	Buy	23,575 +3,141	+15%	+$102K	0.06%	215
2025 Q3	$652K	Sell	20,434 -416	-2%	-$12.7K	0.05%	234
2025 Q2	$609K	Buy	20,850 +1,161	+6%	+$30.7K	0.05%	239
2025 Q1	$493K	Buy	19,689 +10,657	+118%	+$292K	0.05%	241
2024 Q4	$252K	Buy	9,032 +568	+7%	+$15.5K	0.03%	387
2024 Q3	$220K	Buy	8,464 +344	+4%	+$8.66K	0.02%	411
2024 Q2	$205	Buy	+8,120	New	+$192K	0.01%	425
2023 Q4	–	Sell	-50,788	Closed	-$923K	–	376
2023 Q3	$923K	Buy	+50,788	New	+$956K	0.12%	150

Other funds holding SCHG

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

HWA

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants's SCHG Position: Q2 2026 in Review

First Heartland Consultants reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q2 2026, selling an estimated $194K and leaving 17,495 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #296.

First Heartland Consultants first reported a position in SCHG in Q3 2023 and has held it in 10 quarters since. The position peaked at $923K in Q3 2023. 452 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

First Heartland Consultants held 17,495 shares of Schwab US Large-Cap Growth ETF worth $592K as of Q2 2026.
First Heartland Consultants sold 5,850 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $194K.
Schwab US Large-Cap Growth ETF made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #296 holding.
First Heartland Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
First Heartland Consultants's Schwab US Large-Cap Growth ETF position peaked at $923K in Q3 2023.
452 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.