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

FSA 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	$538K	Buy	+15,834	New	+$525K	0.25%	112
2025 Q3	–	Sell	-25,635	Closed	-$749K	–	169
2025 Q2	$749K	Sell	25,635 -25,307	-50%	-$669K	0.61%	57
2025 Q1	$1.28M	Buy	50,942 +4,031	+9%	+$110K	1.01%	25
2024 Q4	$1.31M	Buy	46,911 +1,219	+3%	+$33.3K	1.6%	12
2024 Q3	$1.17M	Sell	45,692 -5,008	-10%	-$126K	1.16%	20
2024 Q2	$1.21M	Sell	50,700 -576	-1%	-$13.6K	1.26%	17
2024 Q1	$1.19M	Buy	51,276 +10,492	+26%	+$232K	1.27%	18
2023 Q4	$846K	Buy	+40,784	New	+$789K	1.05%	27

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

FSA Advisors's SCHG Position: Q2 2026 in Review

FSA Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 15,834 shares worth $538K. The stake represents 0.25% of the portfolio and ranks #112 among its holdings. This is a return to the name: FSA Advisors previously reported a position in SCHG as recently as Q2 2025.

FSA Advisors first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2024. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

FSA Advisors held 15,834 shares of Schwab US Large-Cap Growth ETF worth $538K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new FSA Advisors position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.25% of FSA Advisors's portfolio in Q2 2026, its #112 holding.
FSA Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
FSA Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.31M in Q4 2024.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.