Fort Point Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fort Point Capital 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	$268K	Hold	7,907	–	–	0.02%	222
2026 Q1	$230K	Hold	7,907	–	–	0.03%	211
2025 Q4	$257K	Buy	+7,907	New	+$257K	0.03%	208

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

Fort Point Capital Partners's SCHG Position: Q2 2026 in Review

Fort Point Capital Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,907 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #222.

Fort Point Capital Partners first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fort Point Capital Partners held 7,907 shares of Schwab US Large-Cap Growth ETF worth $268K as of Q2 2026.
Fort Point Capital Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #222 holding.
Fort Point Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.