HFS
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Horizon Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Horizon Financial Services’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 		$78.9K Hold
2,332
– – 0.03% 110
2026
Q1 		$67.9K Hold
2,332
– – 0.03% 100
2025
Q4 		$76.1K Sell
2,332
-306
-12% -$9.95K 0.03% 87
2025
Q3 		$84.2K Hold
2,638
– – 0.04% 81
2025
Q2 		$77.1K Hold
2,638
– – 0.04% 73
2025
Q1 		$66.1K Hold
2,638
– – 0.04% 70
2024
Q4 		$73.5K Buy
2,638
+306
+13% +$8.37K 0.04% 73
2024
Q3 		$60.7K Hold
2,332
– – 0.04% 78
2024
Q2 		$58.8K Hold
2,332
– – 0.04% 78
2024
Q1 		$54.1K Buy
+2,332
New +$51.6K 0.03% 81

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Horizon Financial Services's SCHG Position: Q2 2026 in Review

Horizon Financial Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 2,332 shares worth $78.9K. The position accounts for 0.03% of the portfolio, ranked #110.

Horizon Financial Services first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $84.2K in Q3 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Horizon Financial Services held 2,332 shares of Schwab US Large-Cap Growth ETF worth $78.9K as of Q2 2026.
  • Horizon Financial Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #110 holding.
  • Horizon Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Horizon Financial Services's Schwab US Large-Cap Growth ETF position peaked at $84.2K in Q3 2025.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.