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Fortune Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fortune Financial Advisors’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 		$240K Buy
+7,079
New +$235K 0.1% 150
2024
Q3 		– Sell
-43,548
Closed -$1.1M – 118
2024
Q2 		$1.1M Buy
43,548
+15,076
+53% +$356K 0.67% 50
2024
Q1 		$660K Buy
+28,472
New +$630K 0.42% 70

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Fortune Financial Advisors's SCHG Position: Q2 2026 in Review

Fortune Financial Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 7,079 shares worth $240K. The stake represents 0.1% of the portfolio and ranks #150 among its holdings. This is a return to the name: Fortune Financial Advisors previously reported a position in SCHG as recently as Q2 2024.

Fortune Financial Advisors first reported a position in SCHG in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.1M in Q2 2024. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Fortune Financial Advisors held 7,079 shares of Schwab US Large-Cap Growth ETF worth $240K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Fortune Financial Advisors position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Fortune Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Fortune Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • Fortune Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.1M in Q2 2024.
  • 622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.