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

Hershey Financial Advisers’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 Q1	$385K	Sell	13,211 -1,855	-12%	-$57.7K	0.33%	69
2025 Q4	$491K	Sell	15,066 -75,639	-83%	-$2.46M	0.42%	68
2025 Q3	$2.89M	Sell	90,705 -18,721	-17%	-$571K	2.48%	11
2025 Q2	$3.2M	Buy	+109,426	New	+$2.89M	2.86%	12
2024 Q4	$3.47M	Buy	+124,342	New	+$3.4M	3.05%	11
2024 Q2	$1.87M	Buy	+74,088	New	+$1.75M	1.68%	4

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Hershey Financial Advisers's SCHG Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, selling an estimated $57.7K and leaving 13,211 shares worth $385K. The position accounts for 0.33% of the portfolio, ranked #69.

Hershey Financial Advisers first reported a position in SCHG in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.47M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Hershey Financial Advisers held 13,211 shares of Schwab US Large-Cap Growth ETF worth $385K as of Q1 2026.
Hershey Financial Advisers sold 1,855 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $57.7K.
Schwab US Large-Cap Growth ETF made up 0.33% of Hershey Financial Advisers's portfolio in Q1 2026, its #69 holding.
Hershey Financial Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Schwab US Large-Cap Growth ETF position peaked at $3.47M in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.