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

Guardian Financial Partners’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 		$6.84M Sell
202,016
-533
-0.3% -$17.7K 2.66% 14
2026
Q1 		$5.9M Buy
202,549
+9,296
+5% +$289K 2.49% 16
2025
Q4 		$6.3M Buy
193,253
+2,100
+1% +$68.3K 2.66% 14
2025
Q3 		$6.1M Sell
191,153
-2,307
-1% -$70.3K 2.57% 15
2025
Q2 		$5.65M Buy
193,460
+22,124
+13% +$585K 2.54% 15
2025
Q1 		$4.29M Buy
171,336
+14,760
+9% +$404K 2.05% 16
2024
Q4 		$4.36M Buy
156,576
+20,104
+15% +$550K 2.59% 14
2024
Q3 		$3.55M Buy
136,472
+7,764
+6% +$195K 2.22% 16
2024
Q2 		$3.24M Buy
128,708
+6,768
+6% +$160K 2.15% 16
2024
Q1 		$2.83M Buy
121,940
+9,636
+9% +$213K 1.94% 17
2023
Q4 		$2.33M Buy
112,304
+24,404
+28% +$472K 1.91% 19
2023
Q3 		$1.6M Buy
+87,900
New +$1.65M 1.5% 19
2023
Q2 		– Sell
-69,932
Closed -$1.14M – 32
2023
Q1 		$1.14M Buy
69,932
+7,168
+11% +$109K 1.15% 19
2022
Q4 		$872K Buy
62,764
+2,380
+4% +$34.2K 0.92% 20
2022
Q3 		$843K Buy
60,384
+6,732
+13% +$105K 0.98% 16
2022
Q2 		$778K Buy
53,652
+9,180
+21% +$147K 0.87% 16
2022
Q1 		$748K Buy
44,472
+4,960
+13% +$90.5K 0.77% 16
2021
Q4 		$809K Buy
+39,512
New +$790K 0.77% 18

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guardian Financial Partners's SCHG Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.26% in Q2 2026, selling an estimated $17.7K and leaving 202,016 shares worth $6.84M. The position accounts for 2.66% of the portfolio, ranked #14.

Guardian Financial Partners first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Guardian Financial Partners held 202,016 shares of Schwab US Large-Cap Growth ETF worth $6.84M as of Q2 2026.
  • Guardian Financial Partners sold 533 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $17.7K.
  • Schwab US Large-Cap Growth ETF made up 2.66% of Guardian Financial Partners's portfolio in Q2 2026, its #14 holding.
  • Guardian Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.