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

Leeward Financial Partners’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 		$13.9M Buy
411,525
+8,764
+2% +$290K 3.65% 8
2026
Q1 		$11.7M Buy
402,761
+587
+0.1% +$18.2K 3.49% 8
2025
Q4 		$13.1M Sell
402,174
-5,050
-1% -$164K 3.69% 6
2025
Q3 		$13M Buy
407,224
+10,060
+3% +$307K 3.7% 5
2025
Q2 		$11.6M Buy
397,164
+3,486
+0.9% +$92.2K 3.68% 7
2025
Q1 		$9.86M Buy
393,678
+14,097
+4% +$386K 3.68% 7
2024
Q4 		$10.6M Buy
379,581
+5,177
+1% +$142K 3.77% 8
2024
Q3 		$9.75M Buy
374,404
+8,308
+2% +$209K 3.68% 7
2024
Q2 		$9.23M Buy
366,096
+16,244
+5% +$383K 3.75% 7
2024
Q1 		$8.11M Buy
349,852
+23,536
+7% +$521K 3.43% 7
2023
Q4 		$6.77M Buy
326,316
+6,612
+2% +$128K 3.27% 8
2023
Q3 		$5.81M Buy
319,704
+52,972
+20% +$997K 3.22% 9
2023
Q2 		$5M Buy
266,732
+233,632
+706% +$4.01M 2.87% 8
2023
Q1 		$539K Sell
33,100
-188
-0.6% -$2.85K 0.33% 52
2022
Q4 		$462K Sell
33,288
-212,936
-86% -$3.06M 0.32% 54
2022
Q3 		$3.44M Sell
246,224
-956
-0.4% -$15K 2.46% 17
2022
Q2 		$3.58M Buy
247,180
+15,824
+7% +$253K 2.46% 14
2022
Q1 		$4.33M Buy
231,356
+4,284
+2% +$78.1K 2.67% 13
2021
Q4 		$4.65M Buy
+227,072
New +$4.54M 2.91% 12

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

Leeward Financial Partners's SCHG Position: Q2 2026 in Review

Leeward Financial Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q2 2026, buying an estimated $290K and bringing the position to 411,525 shares worth $13.9M. The position accounts for 3.65% of the portfolio, ranked #8.

Leeward Financial Partners first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Leeward Financial Partners held 411,525 shares of Schwab US Large-Cap Growth ETF worth $13.9M as of Q2 2026.
  • Leeward Financial Partners bought 8,764 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $290K.
  • Schwab US Large-Cap Growth ETF made up 3.65% of Leeward Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Leeward Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.