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

Forza 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	$235K	Hold	6,948	–	–	0.07%	182
2026 Q1	$202K	Hold	6,948	–	–	0.07%	184
2025 Q4	$227K	Sell	6,948 -948	-12%	-$30.8K	0.08%	178
2025 Q3	$252K	Hold	7,896	–	–	0.1%	175
2025 Q2	$231K	Buy	+7,896	New	+$209K	0.09%	177
2025 Q1	–	Sell	-7,896	Closed	-$220K	–	182
2024 Q4	$220K	Hold	7,896	–	–	0.1%	175
2024 Q3	$206K	Buy	+7,896	New	+$199K	0.09%	176

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Forza Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 6,948 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #182.

Forza Wealth Management first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $252K in Q3 2025. 489 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Forza Wealth Management held 6,948 shares of Schwab US Large-Cap Growth ETF worth $235K as of Q2 2026.
Forza Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of Forza Wealth Management's portfolio in Q2 2026, its #182 holding.
Forza Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Forza Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $252K in Q3 2025.
489 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.