Forefront Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Forefront Wealth Partners’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	$5.04M	Buy	148,904 +15,783	+12%	+$523K	1.56%	8
2026 Q1	$3.88M	Sell	133,121 -8,537	-6%	-$265K	1.62%	10
2025 Q4	$4.62M	Buy	141,658 +6,112	+5%	+$199K	2.19%	7
2025 Q3	$4.33M	Buy	135,546 +90,006	+198%	+$2.74M	1.09%	28
2025 Q2	$1.27M	Buy	45,540 +18,125	+66%	+$479K	0.87%	34
2025 Q1	$686K	Sell	27,415 -18,125	-40%	-$496K	0.47%	50
2024 Q4	$1.27M	Buy	+45,540	New	+$1.25M	0.95%	32

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Forefront Wealth Partners's SCHG Position: Q2 2026 in Review

Forefront Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, buying an estimated $523K and bringing the position to 148,904 shares worth $5.04M. The position accounts for 1.56% of the portfolio, ranked #8.

Forefront Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Forefront Wealth Partners held 148,904 shares of Schwab US Large-Cap Growth ETF worth $5.04M as of Q2 2026.
Forefront Wealth Partners bought 15,783 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $523K.
Schwab US Large-Cap Growth ETF made up 1.56% of Forefront Wealth Partners's portfolio in Q2 2026, its #8 holding.
Forefront Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.