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

FSM Wealth 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	$23.8M	Buy	703,560 +70,673	+11%	+$2.34M	2.54%	11
2026 Q1	$18.4M	Buy	632,887 +159,260	+34%	+$4.95M	2.37%	13
2025 Q4	$15.4M	Buy	473,627 +48,676	+11%	+$1.58M	2.11%	14
2025 Q3	$13.6M	Buy	424,951 +30,140	+8%	+$919K	1.92%	15
2025 Q2	$11.5M	Buy	394,811 +53,889	+16%	+$1.42M	1.87%	15
2025 Q1	$8.54M	Buy	340,922 +662	+0.2%	+$18.1K	1.92%	16
2024 Q4	$9.5M	Buy	340,260 +30,364	+10%	+$830K	2.33%	12
2024 Q3	$8.07M	Buy	309,896 +25,524	+9%	+$642K	2.14%	15
2024 Q2	$7.17M	Buy	284,372 +20,208	+8%	+$477K	2.4%	15
2024 Q1	$6.12M	Buy	264,164 +36,040	+16%	+$797K	2.17%	15
2023 Q4	$4.73M	Buy	228,124 +12,980	+6%	+$251K	2.01%	15
2023 Q3	$3.91M	Buy	215,144 +20,448	+11%	+$385K	1.97%	15
2023 Q2	$3.63M	Buy	194,696 +26,428	+16%	+$453K	1.82%	15
2023 Q1	$2.74M	Buy	168,268 +25,656	+18%	+$389K	1.59%	16
2022 Q4	$1.98M	Buy	142,612 +2,756	+2%	+$39.6K	1.41%	20
2022 Q3	$1.95M	Buy	139,856 +65,812	+89%	+$1.03M	1.62%	14
2022 Q2	$1.23M	Buy	+74,044	New	+$1.18M	1.22%	30

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

FSM Wealth Advisors's SCHG Position: Q2 2026 in Review

FSM Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $2.34M and bringing the position to 703,560 shares worth $23.8M. The position accounts for 2.54% of the portfolio, ranked #11.

FSM Wealth Advisors first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

FSM Wealth Advisors held 703,560 shares of Schwab US Large-Cap Growth ETF worth $23.8M as of Q2 2026.
FSM Wealth Advisors bought 70,673 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.34M.
Schwab US Large-Cap Growth ETF made up 2.54% of FSM Wealth Advisors's portfolio in Q2 2026, its #11 holding.
FSM Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.