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

Florida Financial 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 		$938K Sell
27,719
-2,149
-7% -$71.2K 0.16% 140
2026
Q1 		$870K Sell
29,868
-3,285
-10% -$102K 0.21% 119
2025
Q4 		$1.03M Buy
33,153
+17,837
+116% +$580K 0.28% 93
2025
Q3 		$489K Buy
15,316
+2,437
+19% +$74.3K 0.15% 150
2025
Q2 		$376K Buy
12,879
+974
+8% +$25.8K 0.12% 176
2025
Q1 		$298K Sell
11,905
-1,300
-10% -$35.6K 0.12% 175
2024
Q4 		$369K Buy
+13,205
New +$361K 0.16% 119

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

Florida Financial Advisors's SCHG Position: Q2 2026 in Review

Florida Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.2% in Q2 2026, selling an estimated $71.2K and leaving 27,719 shares worth $938K. The position accounts for 0.16% of the portfolio, ranked #140.

Florida Financial Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Florida Financial Advisors held 27,719 shares of Schwab US Large-Cap Growth ETF worth $938K as of Q2 2026.
  • Florida Financial Advisors sold 2,149 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $71.2K.
  • Schwab US Large-Cap Growth ETF made up 0.16% of Florida Financial Advisors's portfolio in Q2 2026, its #140 holding.
  • Florida Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Florida Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.03M in Q4 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.