Founders Grove Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Founders Grove Wealth Partners’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	$517K	Hold	15,285	–	–	0.1%	106
2026 Q1	$445K	Buy	15,285 +114	+0.8%	+$3.54K	0.1%	107
2025 Q4	$495K	Buy	15,171 +76	+0.5%	+$2.47K	0.11%	103
2025 Q3	$482K	Hold	15,095	–	–	0.11%	99
2025 Q2	$441K	Buy	+15,095	New	+$399K	0.11%	98

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

Founders Grove Wealth Partners's SCHG Position: Q2 2026 in Review

Founders Grove Wealth Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 15,285 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #106.

Founders Grove Wealth Partners first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Founders Grove Wealth Partners held 15,285 shares of Schwab US Large-Cap Growth ETF worth $517K as of Q2 2026.
Founders Grove Wealth Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.1% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #106 holding.
Founders Grove Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.