Frazier Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Frazier Financial Advisors’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	$2.23K	Hold	66	–	–	﹤0.01%	532
2026 Q1	$1.92K	Hold	66	–	–	﹤0.01%	570
2025 Q4	$2.15K	Sell	66 -279	-81%	-$9.07K	﹤0.01%	544
2025 Q3	$11K	Buy	345 +310	+886%	+$9.45K	0.01%	338
2025 Q2	$1.02K	Sell	35 -256	-88%	-$6.77K	﹤0.01%	536
2025 Q1	$7.28K	Buy	291 +1	+0.3%	+$27	0.01%	382
2024 Q4	$8.17K	Sell	290 -2	-0.7%	-$55	0.01%	381
2024 Q3	$7.55K	Buy	292 +4	+1%	+$101	0.01%	434
2024 Q2	$7.3K	Hold	288	–	–	0.01%	505
2024 Q1	$6.71K	Hold	288	–	–	0.01%	524
2023 Q4	$6K	Buy	+288	New	+$5.57K	0.01%	461

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

Frazier Financial Advisors's SCHG Position: Q2 2026 in Review

Frazier Financial Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 66 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Frazier Financial Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $11K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Frazier Financial Advisors held 66 shares of Schwab US Large-Cap Growth ETF worth $2.23K as of Q2 2026.
Frazier Financial Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #532 holding.
Frazier Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $11K in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.