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 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%	+$9.81M	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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Focus Financial Network's SCHG Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.8% in Q2 2026, selling an estimated $12.3M and leaving 4,361,225 shares worth $148M. The position accounts for 4.57% of the portfolio, ranked #2.

Focus Financial Network first reported a position in SCHG in Q1 2019 and has held it in 26 quarters since. The position peaked at $155M in Q4 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Focus Financial Network held 4,361,225 shares of Schwab US Large-Cap Growth ETF worth $148M as of Q2 2026.
Focus Financial Network sold 370,301 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $12.3M.
Schwab US Large-Cap Growth ETF made up 4.57% of Focus Financial Network's portfolio in Q2 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 26 quarters since.
Focus Financial Network's Schwab US Large-Cap Growth ETF position peaked at $155M in Q4 2025.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.