LaFleur & Godfrey’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

LaFleur & Godfrey’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	$382K	Buy	11,297 +42	+0.4%	+$1.39K	0.05%	116
2026 Q1	$328K	Sell	11,255 -270	-2%	-$8.39K	0.04%	118
2025 Q4	$376K	Sell	11,525 -155	-1%	-$5.04K	0.05%	116
2025 Q3	$373K	Sell	11,680 -898	-7%	-$27.4K	0.05%	114
2025 Q2	$367K	Sell	12,578 -1,041	-8%	-$27.5K	0.05%	116
2025 Q1	$341K	Buy	13,619 +66	+0.5%	+$1.81K	0.05%	116
2024 Q4	$378K	Sell	13,553 -15	-0.1%	-$410	0.05%	111
2024 Q3	$353K	Sell	13,568 -448	-3%	-$11.3K	0.05%	115
2024 Q2	$353K	Buy	14,016 +16	+0.1%	+$377	0.05%	111
2024 Q1	$325K	Sell	14,000 -56	-0.4%	-$1.24K	0.05%	108
2023 Q4	$292K	Buy	14,056 +112	+0.8%	+$2.17K	0.04%	107
2023 Q3	$253K	Buy	13,944 +44	+0.3%	+$828	0.04%	107
2023 Q2	$260K	Buy	13,900 +80	+0.6%	+$1.37K	0.04%	112
2023 Q1	$225K	Buy	+13,820	New	+$210K	0.04%	120

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

LaFleur & Godfrey's SCHG Position: Q2 2026 in Review

LaFleur & Godfrey increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.37% in Q2 2026, buying an estimated $1.39K and bringing the position to 11,297 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #116.

LaFleur & Godfrey first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

LaFleur & Godfrey held 11,297 shares of Schwab US Large-Cap Growth ETF worth $382K as of Q2 2026.
LaFleur & Godfrey bought 42 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.39K.
Schwab US Large-Cap Growth ETF made up 0.05% of LaFleur & Godfrey's portfolio in Q2 2026, its #116 holding.
LaFleur & Godfrey first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.