Focus Financial Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Focus Financial Network’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 Q3	$157M	Buy	4,371,875 +10,650	+0.2%	+$373K	4.76%	2
2026 Q2	$148M	Sell	4,361,225 -370,301	-8%	-$12.3M	4.57%	2
2026 Q1	$138M	Sell	4,731,526 -30,258	-0.6%	-$941K	4.94%	2
2025 Q4	$155M	Buy	4,761,784 +18,770	+0.4%	+$610K	5.41%	2
2025 Q3	$151M	Sell	4,743,014 -71,787	-1%	-$2.19M	5.4%	2
2025 Q2	$141M	Buy	4,814,801 +234,264	+5%	+$6.19M	5.55%	2
2025 Q1	$115M	Sell	4,580,537 -28,830	-0.6%	-$790K	4.69%	2
2024 Q4	$128M	Buy	4,609,367 +41,631	+0.9%	+$1.14M	5.11%	2
2024 Q3	$119M	Buy	4,567,736 +6,412	+0.1%	+$161K	4.86%	2
2024 Q2	$116M	Buy	4,561,324 +9,524	+0.2%	+$225K	4.96%	2
2024 Q1	$101M	Sell	4,551,800 -1,318,800	-22%	-$29.2M	4.94%	2
2023 Q4	$122M	Buy	5,870,600 +1,140,420	+24%	+$22.1M	4.58%	2
2023 Q3	$86M	Sell	4,730,180 -50,844	-1%	-$957K	4.85%	2
2023 Q2	$89.6M	Sell	4,781,024 -24,476	-0.5%	-$420K	4.98%	3
2023 Q1	$78.3M	Buy	4,805,500 +197,312	+4%	+$2.99M	4.87%	2
2022 Q4	$64M	Buy	4,608,188 +99,288	+2%	+$1.43M	5.21%	2
2022 Q3	$62.9M	Buy	4,508,900 +124,368	+3%	+$1.95M	5.43%	3
2022 Q2	$63.6M	Buy	4,384,532 +192,728	+5%	+$3.08M	5.25%	3
2022 Q1	$78.4M	Buy	+4,191,804	New	+$76.4M	5.46%	3
2021 Q1	–	Sell	-3,497,824	Closed	-$56.1M	–	514
2020 Q4	$56.1M	Buy	3,497,824 +39,992	+1%	+$607K	4.98%	2
2020 Q3	$49.8M	Sell	3,457,832 -253,288	-7%	-$3.53M	4.65%	1
2020 Q2	$47.1M	Sell	3,711,120 -152,632	-4%	-$1.78M	5.23%	1
2020 Q1	$38.5M	Buy	3,863,752 +860,136	+29%	+$9.8M	5.16%	1
2019 Q4	$34.9M	Buy	3,003,616 +61,168	+2%	+$674K	4.28%	2
2019 Q3	$30.9M	Buy	2,942,448 +86,288	+3%	+$909K	4.28%	2
2019 Q2	$29.8M	Buy	2,856,160 +88,696	+3%	+$902K	4.41%	2
2019 Q1	$27.5M	Buy	+2,767,464	New	+$26.2M	4.41%	2

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Focus Financial Network's SCHG Position: Q3 2026 in Review

Focus Financial Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.24% in Q3 2026, buying an estimated $373K and bringing the position to 4,371,875 shares worth $157M. The position accounts for 4.76% of the portfolio, ranked #2.

Focus Financial Network first reported a position in SCHG in Q1 2019 and has held it in 27 quarters since. 419 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Focus Financial Network held 4,371,875 shares of Schwab US Large-Cap Growth ETF worth $157M as of Q3 2026.
Focus Financial Network bought 10,650 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $373K.
Schwab US Large-Cap Growth ETF made up 4.76% of Focus Financial Network's portfolio in Q3 2026, its #2 holding.
Focus Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 27 quarters since.
419 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.