Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Legacy Financial Group (Iowa)’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 		$303K Buy
8,944
+7
+0.1% +$232 0.03% 105
2026
Q1 		$260K Buy
8,937
+9
+0.1% +$280 0.03% 103
2025
Q4 		$277K Buy
+8,928
New +$290K 0.03% 102
2023
Q4 		– Sell
-2,412
Closed -$43.9K – 418
2023
Q3 		$43.9K Buy
+2,412
New +$45.4K 0.01% 192

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Mariner
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Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SCHG Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.08% in Q2 2026, buying an estimated $232 and bringing the position to 8,944 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #105.

Legacy Financial Group (Iowa) first reported a position in SCHG in Q3 2023 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Legacy Financial Group (Iowa) held 8,944 shares of Schwab US Large-Cap Growth ETF worth $303K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 7 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $232.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #105 holding.
  • Legacy Financial Group (Iowa) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 4 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.