Legacy Financial Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $99.4M | Buy |
2,937,132
+37,701
| +1% | +$1.25M | 15.39% | 1 |
|
|
2026
Q1 | $84.5M | Buy |
2,899,431
+46,364
| +2% | +$1.44M | 15.24% | 1 |
|
|
2025
Q4 | $93.1M | Sell |
2,853,067
-56,217
| -2% | -$1.83M | 16.48% | 1 |
|
|
2025
Q3 | $92.8M | Sell |
2,909,284
-50,209
| -2% | -$1.53M | 16.77% | 1 |
|
|
2025
Q2 | $86.4M | Buy |
2,959,493
+90,006
| +3% | +$2.38M | 16.96% | 1 |
|
|
2025
Q1 | $71.9M | Buy |
2,869,487
+120,044
| +4% | +$3.29M | 15.67% | 1 |
|
|
2024
Q4 | $76.5M | Buy |
2,749,443
+97,375
| +4% | +$2.66M | 16.48% | 1 |
|
|
2024
Q3 | $69.1M | Sell |
2,652,068
-143,484
| -5% | -$3.61M | 15.24% | 1 |
|
|
2024
Q2 | $72.1M | Buy |
2,795,552
+91,556
| +3% | +$2.16M | 17.34% | 1 |
|
|
2024
Q1 | $62.7M | Buy |
2,703,996
+57,828
| +2% | +$1.28M | 16.15% | 1 |
|
|
2023
Q4 | $54.9M | Buy |
2,646,168
+47,972
| +2% | +$928K | 15.65% | 1 |
|
|
2023
Q3 | $49.6M | Sell |
2,598,196
-67,152
| -3% | -$1.26M | 15.93% | 1 |
|
|
2023
Q2 | $49.9M | Buy |
2,665,348
+82,436
| +3% | +$1.41M | 16.7% | 1 |
|
|
2023
Q1 | $42.1M | Buy |
2,582,912
+582,428
| +29% | +$8.84M | 15.6% | 1 |
|
|
2022
Q4 | $27.8M | Buy |
2,000,484
+59,644
| +3% | +$858K | 11.49% | 2 |
|
|
2022
Q3 | $27.1M | Buy |
1,940,840
+77,144
| +4% | +$1.21M | 12.6% | 2 |
|
|
2022
Q2 | $27M | Buy |
1,863,696
+86,824
| +5% | +$1.39M | 13.34% | 2 |
|
|
2022
Q1 | $33.2M | Buy |
1,776,872
+84,256
| +5% | +$1.54M | 14.17% | 2 |
|
|
2021
Q4 | $34.6M | Buy |
1,692,616
+10,304
| +0.6% | +$206K | 14.98% | 2 |
|
|
2021
Q3 | $31.1M | Buy |
1,682,312
+50,576
| +3% | +$963K | 14.65% | 2 |
|
|
2021
Q2 | $29.8M | Buy |
1,631,736
+69,696
| +4% | +$1.21M | 14.26% | 2 |
|
|
2021
Q1 | $25.3M | Buy |
1,562,040
+279,320
| +22% | +$4.55M | 13.4% | 2 |
|
|
2020
Q4 | $20.6M | Buy |
1,282,720
+18,488
| +1% | +$280K | 10.5% | 3 |
|
|
2020
Q3 | $18.2M | Buy |
1,264,232
+339,712
| +37% | +$4.73M | 10.48% | 4 |
|
|
2020
Q2 | $11.7M | Buy |
924,520
+69,336
| +8% | +$808K | 9.06% | 3 |
|
|
2020
Q1 | $8.51M | Buy |
855,184
+147,616
| +21% | +$1.68M | 8.09% | 3 |
|
|
2019
Q4 | $8.22M | Buy |
707,568
+128,720
| +22% | +$1.42M | 6.63% | 5 |
|
|
2019
Q3 | $6.27M | Buy |
578,848
+112,424
| +24% | +$1.18M | 5.58% | 6 |
|
|
2019
Q2 | $4.98M | Buy |
466,424
+51,872
| +13% | +$527K | 4.65% | 6 |
|
|
2019
Q1 | $4.12M | Buy |
414,552
+118,968
| +40% | +$1.13M | 3.52% | 8 |
|
|
2018
Q4 | $2.55M | Buy |
295,584
+263,488
| +821% | +$2.45M | 2.52% | 9 |
|
|
2018
Q3 | $300K | Sell |
32,096
-39,160
| -55% | -$390K | 0.31% | 47 |
|
|
2018
Q2 | $675K | Sell |
71,256
-14,464
| -17% | -$135K | 0.6% | 20 |
|
|
2018
Q1 | $768K | Sell |
85,720
-3,368
| -4% | -$31K | 0.75% | 19 |
|
|
2017
Q4 | $787K | Buy |
+89,088
| New | +$766K | 0.84% | 18 |
|
Other funds holding SCHG
VIA
Legacy Financial Strategies's SCHG Position: Q2 2026 in Review
Legacy Financial Strategies increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q2 2026, buying an estimated $1.25M and bringing the position to 2,937,132 shares worth $99.4M. The position accounts for 15.39% of the portfolio, ranked #1.
Legacy Financial Strategies first reported a position in SCHG in Q4 2017 and has held it in 35 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- Legacy Financial Strategies held 2,937,132 shares of Schwab US Large-Cap Growth ETF worth $99.4M as of Q2 2026.
- Legacy Financial Strategies bought 37,701 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.25M.
- Schwab US Large-Cap Growth ETF made up 15.39% of Legacy Financial Strategies's portfolio in Q2 2026, its #1 holding.
- Legacy Financial Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.