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 Q2	$767K	Buy	22,670 +11	+0%	+$365	0.01%	161
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

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

Forum Financial Management's SCHG Position: Q2 2026 in Review

Forum Financial Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.05% in Q2 2026, buying an estimated $365 and bringing the position to 22,670 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #161.

Forum Financial 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.

Forum Financial Management held 22,670 shares of Schwab US Large-Cap Growth ETF worth $767K as of Q2 2026.
Forum Financial Management bought 11 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $365.
Schwab US Large-Cap Growth ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #161 holding.
Forum Financial 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 Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.