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

Lee 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	$275K	Buy	+8,136	New	+$270K	0.04%	142
2018 Q1	–	Sell	-528	Closed	-$4.87K	–	772
2017 Q4	$5K	Hold	528	–	–	﹤0.01%	426
2017 Q3	$4K	Hold	528	–	–	﹤0.01%	425
2017 Q2	$4K	Hold	528	–	–	﹤0.01%	419
2017 Q1	$4K	Hold	528	–	–	﹤0.01%	360
2016 Q4	$4K	Buy	+528	New	+$3.65K	﹤0.01%	380

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Lee Financial's SCHG Position: Q2 2026 in Review

Lee Financial opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 8,136 shares worth $275K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings. This is a return to the name: Lee Financial previously reported a position in SCHG as recently as Q4 2017.

Lee Financial first reported a position in SCHG in Q4 2016 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Lee Financial held 8,136 shares of Schwab US Large-Cap Growth ETF worth $275K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Lee Financial position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.04% of Lee Financial's portfolio in Q2 2026, its #142 holding.
Lee Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.