K2 Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

K2 Financial’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	$2.23M	Sell	64,657 -1,511	-2%	-$50.1K	1.58%	21
2026 Q1	$2.17M	Buy	66,168 +4,244	+7%	+$132K	1.58%	21
2025 Q4	$2.02M	Buy	61,924 +940	+2%	+$30.6K	1.56%	20
2025 Q3	$1.95M	Buy	60,984 +10,972	+22%	+$334K	1.57%	20
2025 Q2	$1.47M	Buy	50,012 +68	+0.1%	+$1.8K	1.3%	25
2025 Q1	$1.15M	Buy	49,944 +7,221	+17%	+$198K	1.13%	30
2024 Q4	$1.18M	Buy	+42,723	New	+$1.17M	1.17%	28

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

K2 Financial's SCHG Position: Q2 2026 in Review

K2 Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, selling an estimated $50.1K and leaving 64,657 shares worth $2.23M. The position accounts for 1.58% of the portfolio, ranked #21.

K2 Financial first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

K2 Financial held 64,657 shares of Schwab US Large-Cap Growth ETF worth $2.23M as of Q2 2026.
K2 Financial sold 1,511 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $50.1K.
Schwab US Large-Cap Growth ETF made up 1.58% of K2 Financial's portfolio in Q2 2026, its #21 holding.
K2 Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
430 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.