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 Q2	$1.87M	Buy	55,133 +41,922	+317%	+$1.39M	1.34%	24
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

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

Hershey Financial Advisers's SCHG Position: Q2 2026 in Review

Hershey Financial Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 317% in Q2 2026, buying an estimated $1.39M and bringing the position to 55,133 shares worth $1.87M. The position accounts for 1.34% of the portfolio, ranked #24.

Hershey Financial Advisers first reported a position in SCHG in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Hershey Financial Advisers held 55,133 shares of Schwab US Large-Cap Growth ETF worth $1.87M as of Q2 2026.
Hershey Financial Advisers bought 41,922 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.39M.
Schwab US Large-Cap Growth ETF made up 1.34% of Hershey Financial Advisers's portfolio in Q2 2026, its #24 holding.
Hershey Financial Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Schwab US Large-Cap Growth ETF position peaked at $3.47M in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.