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

Friedenthal 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	$132K	Hold	3,894	–	–	0.06%	126
2026 Q1	$113K	Hold	3,894	–	–	0.06%	131
2025 Q4	$127K	Hold	3,894	–	–	0.07%	126
2025 Q3	$124K	Hold	3,894	–	–	0.06%	121
2025 Q2	$114K	Buy	3,894 +70	+2%	+$1.85K	0.06%	123
2025 Q1	$95.8K	Hold	3,824	–	–	0.06%	118
2024 Q4	$107K	Hold	3,824	–	–	0.06%	121
2024 Q3	$99.6K	Buy	3,824 +180	+5%	+$4.53K	0.06%	128
2024 Q2	$91.9K	Sell	3,644 -512	-12%	-$12.1K	0.06%	124
2024 Q1	$96.3K	Hold	4,156	–	–	0.06%	123
2023 Q4	$86.2K	Buy	+4,156	New	+$80.4K	0.06%	125
2022 Q1	–	Sell	-13,120	Closed	-$269K	–	67
2021 Q4	$269K	Hold	13,120	–	–	0.17%	63
2021 Q3	$243K	Hold	13,120	–	–	0.14%	63
2021 Q2	$239K	Buy	+13,120	New	+$227K	0.14%	62

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Friedenthal Financial's SCHG Position: Q2 2026 in Review

Friedenthal Financial held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 3,894 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #126.

Friedenthal Financial first reported a position in SCHG in Q2 2021 and has held it in 14 quarters since. The position peaked at $269K in Q4 2021. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Friedenthal Financial held 3,894 shares of Schwab US Large-Cap Growth ETF worth $132K as of Q2 2026.
Friedenthal Financial left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.06% of Friedenthal Financial's portfolio in Q2 2026, its #126 holding.
Friedenthal Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 14 quarters since.
Friedenthal Financial's Schwab US Large-Cap Growth ETF position peaked at $269K in Q4 2021.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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