IFG
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Independent Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Independent Financial Group’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 		$18.2M Buy
539,194
+92,852
+21% +$3.08M 0.34% 44
2026
Q1 		$13M Buy
446,342
+27,189
+6% +$845K 0.29% 59
2025
Q4 		$13.7M Buy
419,153
+22,391
+6% +$728K 0.31% 55
2025
Q3 		$12.7M Buy
396,762
+15,028
+4% +$458K 0.3% 54
2025
Q2 		$11.2M Buy
381,734
+92,171
+32% +$2.44M 0.31% 51
2025
Q1 		$7.25M Buy
289,563
+901
+0.3% +$24.7K 0.25% 73
2024
Q4 		$8.05M Buy
288,662
+2,586
+0.9% +$70.7K 0.27% 63
2024
Q3 		$7.45M Sell
286,076
-25,516
-8% -$642K 0.27% 67
2024
Q2 		$7.86M Buy
311,592
+36,332
+13% +$857K 0.31% 58
2024
Q1 		$6.38M Sell
275,260
-25,700
-9% -$568K 0.29% 73
2023
Q4 		$6.24M Buy
300,960
+52,560
+21% +$1.02M 0.33% 56
2023
Q3 		$4.52M Sell
248,400
-39,156
-14% -$737K 0.29% 67
2023
Q2 		$5.39M Buy
287,556
+102,324
+55% +$1.75M 0.37% 50
2023
Q1 		$3.02M Sell
185,232
-18,872
-9% -$286K 0.24% 94
2022
Q4 		$2.84M Sell
204,104
-102,384
-33% -$1.47M 0.24% 84
2022
Q3 		$4.28M Buy
306,488
+62,852
+26% +$985K 0.39% 43
2022
Q2 		$3.53M Buy
243,636
+58,824
+32% +$940K 0.38% 48
2022
Q1 		$3.46M Buy
184,812
+3,972
+2% +$72.4K 0.28% 66
2021
Q4 		$3.7M Buy
180,840
+3,232
+2% +$64.6K 0.31% 59
2021
Q3 		$3.29M Sell
177,608
-3,944
-2% -$75.1K 0.34% 62
2021
Q2 		$3.31M Buy
181,552
+46,184
+34% +$799K 0.35% 55
2021
Q1 		$2.2M Buy
135,368
+3,832
+3% +$62.4K 0.28% 81
2020
Q4 		$2.11M Sell
131,536
-1,888
-1% -$28.6K 0.31% 75
2020
Q3 		$1.92M Sell
133,424
-6,280
-4% -$87.5K 0.36% 61
2020
Q2 		$1.77M Sell
139,704
-4,576
-3% -$53.4K 0.39% 57
2020
Q1 		$1.44M Buy
+144,280
New +$1.65M 0.42% 51

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

Independent Financial Group's SCHG Position: Q2 2026 in Review

Independent Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q2 2026, buying an estimated $3.08M and bringing the position to 539,194 shares worth $18.2M. The position accounts for 0.34% of the portfolio, ranked #44.

Independent Financial Group first reported a position in SCHG in Q1 2020 and has held it in 26 quarters since. 1,612 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Independent Financial Group held 539,194 shares of Schwab US Large-Cap Growth ETF worth $18.2M as of Q2 2026.
  • Independent Financial Group bought 92,852 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.08M.
  • Schwab US Large-Cap Growth ETF made up 0.34% of Independent Financial Group's portfolio in Q2 2026, its #44 holding.
  • Independent Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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