FourThought Financial Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FourThought Financial 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 Q1	$226K	Sell	7,763 -2,170	-22%	-$67.5K	0.02%	338
2025 Q4	$324K	Buy	9,933 +2,170	+28%	+$70.6K	0.03%	306
2025 Q3	$248K	Hold	7,763	–	–	0.02%	410
2025 Q2	$227K	Buy	+7,763	New	+$205K	0.02%	273
2025 Q1	–	Sell	-7,760	Closed	-$216K	–	332
2024 Q4	$216K	Buy	+7,760	New	+$212K	0.02%	296
2023 Q4	–	Sell	-13,432	Closed	-$244K	–	332
2023 Q3	$244K	Buy	+13,432	New	+$253K	0.03%	271

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FourThought Financial Partners's SCHG Position: Q1 2026 in Review

FourThought Financial Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q1 2026, selling an estimated $67.5K and leaving 7,763 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #338.

FourThought Financial Partners first reported a position in SCHG in Q3 2023 and has held it in 6 quarters since. The position peaked at $324K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

FourThought Financial Partners held 7,763 shares of Schwab US Large-Cap Growth ETF worth $226K as of Q1 2026.
FourThought Financial Partners sold 2,170 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $67.5K.
Schwab US Large-Cap Growth ETF made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #338 holding.
FourThought Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 6 quarters since.
FourThought Financial Partners's Schwab US Large-Cap Growth ETF position peaked at $324K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.