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

Howard 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	$27.6M	Buy	816,706 +103,718	+15%	+$3.44M	2.76%	11
2026 Q1	$20.8M	Buy	712,988 +64,427	+10%	+$2M	2.34%	13
2025 Q4	$21.2M	Buy	648,561 +123,705	+24%	+$4.02M	2.47%	13
2025 Q3	$16.7M	Buy	524,856 +234,959	+81%	+$7.16M	2.05%	15
2025 Q2	$8.47M	Buy	+289,897	New	+$7.66M	1.11%	24

Other funds holding SCHG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Howard Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q2 2026, buying an estimated $3.44M and bringing the position to 816,706 shares worth $27.6M. The position accounts for 2.76% of the portfolio, ranked #11.

Howard Financial Services first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Howard Financial Services held 816,706 shares of Schwab US Large-Cap Growth ETF worth $27.6M as of Q2 2026.
Howard Financial Services bought 103,718 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.44M.
Schwab US Large-Cap Growth ETF made up 2.76% of Howard Financial Services's portfolio in Q2 2026, its #11 holding.
Howard Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
692 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.