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Forum Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Forum Financial 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
Q1 		$660K Sell
22,659
-748
-3% -$23.3K 0.01% 167
2025
Q4 		$764K Buy
23,407
+8,498
+57% +$276K 0.01% 315
2025
Q3 		$476K Buy
14,909
+625
+4% +$19K 0.01% 479
2025
Q2 		$417K Buy
14,284
+439
+3% +$11.6K 0.01% 487
2025
Q1 		$347K Buy
13,845
+1,527
+12% +$41.8K 0.01% 525
2024
Q4 		$343K Buy
12,318
+10
+0.1% +$273 0.01% 536
2024
Q3 		$321K Buy
12,308
+24
+0.2% +$604 0.01% 484
2024
Q2 		$310K Buy
+12,284
New +$290K 0.01% 465

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Forum Financial Management's SCHG Position: Q1 2026 in Review

Forum Financial Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.2% in Q1 2026, selling an estimated $23.3K and leaving 22,659 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #167.

Forum Financial Management first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $764K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Forum Financial Management held 22,659 shares of Schwab US Large-Cap Growth ETF worth $660K as of Q1 2026.
  • Forum Financial Management sold 748 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $23.3K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #167 holding.
  • Forum Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Forum Financial Management's Schwab US Large-Cap Growth ETF position peaked at $764K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.