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

Fonville 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	$312K	Buy	9,234 +545	+6%	+$18.1K	0.05%	118
2026 Q1	$253K	Buy	8,689 +155	+2%	+$4.82K	0.05%	120
2025 Q4	$278K	Buy	8,534 +1,861	+28%	+$60.5K	0.06%	109
2025 Q3	$213K	Sell	6,673 -483	-7%	-$14.7K	0.05%	123
2025 Q2	$209K	Buy	+7,156	New	+$189K	0.05%	121
2025 Q1	–	Sell	-7,660	Closed	-$213K	–	124
2024 Q4	$213K	Sell	7,660 -292	-4%	-$7.99K	0.07%	103
2024 Q3	$207K	Sell	7,952 -844	-10%	-$21.2K	0.07%	114
2024 Q2	$222K	Sell	8,796 -144	-2%	-$3.4K	0.09%	93
2024 Q1	$207K	Buy	+8,940	New	+$198K	0.09%	92

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Fonville Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q2 2026, buying an estimated $18.1K and bringing the position to 9,234 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #118.

Fonville Wealth Management first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fonville Wealth Management held 9,234 shares of Schwab US Large-Cap Growth ETF worth $312K as of Q2 2026.
Fonville Wealth Management bought 545 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $18.1K.
Schwab US Large-Cap Growth ETF made up 0.05% of Fonville Wealth Management's portfolio in Q2 2026, its #118 holding.
Fonville Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.