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

ForthRight 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	$437K	Hold	12,925	–	–	0.11%	54
2026 Q1	$377K	Hold	12,925	–	–	0.11%	54
2025 Q4	$422K	Hold	12,925	–	–	0.12%	51
2025 Q3	$412K	Buy	12,925 +3,803	+42%	+$116K	0.12%	49
2025 Q2	$266K	Hold	9,122	–	–	0.08%	59
2025 Q1	$228K	Buy	9,122 +750	+9%	+$20.5K	0.08%	59
2024 Q4	$233K	Hold	8,372	–	–	0.08%	58
2024 Q3	$218K	Hold	8,372	–	–	0.07%	60
2024 Q2	$211K	Buy	+8,372	New	+$197K	0.08%	62

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

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

ForthRight Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 12,925 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #54.

ForthRight Wealth Management first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

ForthRight Wealth Management held 12,925 shares of Schwab US Large-Cap Growth ETF worth $437K as of Q2 2026.
ForthRight Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.11% of ForthRight Wealth Management's portfolio in Q2 2026, its #54 holding.
ForthRight Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.