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

Friday Financial’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	$26M	Buy	756,729 +126,739	+20%	+$4.2M	6.95%	2
2026 Q1	$18.4M	Buy	629,990 +4,260	+0.7%	+$132K	6.32%	3
2025 Q4	$20.4M	Buy	625,730 +48,444	+8%	+$1.58M	7.2%	2
2025 Q3	$18.4M	Buy	577,286 +74,546	+15%	+$2.27M	7.71%	2
2025 Q2	$14.7M	Buy	502,740 +2,086	+0.4%	+$55.2K	7.47%	2
2025 Q1	$12.7M	Buy	500,654 +14,916	+3%	+$409K	7.63%	2
2024 Q4	$13.5M	Buy	+485,738	New	+$13.3M	9.33%	2

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Friday Financial's SCHG Position: Q2 2026 in Review

Friday Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q2 2026, buying an estimated $4.2M and bringing the position to 756,729 shares worth $26M. The position accounts for 6.95% of the portfolio, ranked #2.

Friday Financial first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Friday Financial held 756,729 shares of Schwab US Large-Cap Growth ETF worth $26M as of Q2 2026.
Friday Financial bought 126,739 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.2M.
Schwab US Large-Cap Growth ETF made up 6.95% of Friday Financial's portfolio in Q2 2026, its #2 holding.
Friday Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.