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 Q2	$263K	Hold	7,763	–	–	0.02%	315
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

FourThought Financial Partners's SCHG Position: Q2 2026 in Review

FourThought Financial Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,763 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #315.

FourThought Financial Partners first reported a position in SCHG in Q3 2023 and has held it in 7 quarters since. The position peaked at $324K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

FourThought Financial Partners held 7,763 shares of Schwab US Large-Cap Growth ETF worth $263K as of Q2 2026.
FourThought Financial Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #315 holding.
FourThought Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 7 quarters since.
FourThought Financial Partners's Schwab US Large-Cap Growth ETF position peaked at $324K in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.