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

LifeSteps 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	$747K	Sell	22,062 -1,263	-5%	-$41.9K	0.35%	46
2026 Q1	$679K	Sell	23,325 -1,009	-4%	-$31.4K	0.43%	41
2025 Q4	$794K	Buy	24,334 +6	+0%	+$195	0.51%	34
2025 Q3	$776K	Buy	24,328 +6	+0%	+$183	0.5%	34
2025 Q2	$710K	Sell	24,322 -1,866	-7%	-$49.3K	0.49%	34
2025 Q1	$656K	Sell	26,188 -1,008	-4%	-$27.6K	0.53%	35
2024 Q4	$758K	Buy	27,196 +4	+0%	+$109	0.58%	31
2024 Q3	$708K	Buy	27,192 +88	+0.3%	+$2.21K	0.55%	35
2024 Q2	$683K	Sell	27,104 -616	-2%	-$14.5K	0.56%	33
2024 Q1	$643K	Sell	27,720 -3,108	-10%	-$68.7K	0.48%	38
2023 Q4	$639K	Buy	30,828 +12	+0%	+$232	0.57%	36
2023 Q3	$560K	Sell	30,816 -108	-0.3%	-$2.03K	0.57%	38
2023 Q2	$579K	Sell	30,924 -52	-0.2%	-$892	0.57%	38
2023 Q1	$505K	Sell	30,976 -4,292	-12%	-$65.1K	0.54%	40
2022 Q4	$490K	Sell	35,268 -1,956	-5%	-$28.1K	0.51%	40
2022 Q3	$519K	Buy	37,224 +12	+0%	+$188	0.58%	34
2022 Q2	$539K	Sell	37,212 -1,196	-3%	-$19.1K	0.56%	36
2022 Q1	$718K	Sell	38,408 -936	-2%	-$17.1K	0.53%	40
2021 Q4	$805K	Buy	39,344 +808	+2%	+$16.1K	0.57%	36
2021 Q3	$713K	Buy	38,536 +632	+2%	+$12K	0.55%	36
2021 Q2	$691K	Buy	37,904 +8	+0%	+$138	0.53%	37
2021 Q1	$615K	Buy	37,896 +8	+0%	+$130	0.51%	36
2020 Q4	$608K	Buy	37,888 +16	+0%	+$243	0.56%	34
2020 Q3	$545K	Sell	37,872 -1,720	-4%	-$24K	0.58%	32
2020 Q2	$502K	Sell	39,592 -512	-1%	-$5.97K	0.58%	34
2020 Q1	$399K	Sell	40,104 -2,952	-7%	-$33.7K	0.46%	45
2019 Q4	$500K	Buy	+43,056	New	+$475K	0.47%	48

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's SCHG Position: Q2 2026 in Review

LifeSteps Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.4% in Q2 2026, selling an estimated $41.9K and leaving 22,062 shares worth $747K. The position accounts for 0.35% of the portfolio, ranked #46.

LifeSteps Financial first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. The position peaked at $805K in Q4 2021. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

LifeSteps Financial held 22,062 shares of Schwab US Large-Cap Growth ETF worth $747K as of Q2 2026.
LifeSteps Financial sold 1,263 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $41.9K.
Schwab US Large-Cap Growth ETF made up 0.35% of LifeSteps Financial's portfolio in Q2 2026, its #46 holding.
LifeSteps Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
LifeSteps Financial's Schwab US Large-Cap Growth ETF position peaked at $805K in Q4 2021.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.