MFG
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Mainsail Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mainsail Financial Group’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 		$15.1M Buy
445,973
+68,507
+18% +$2.27M 5.13% 5
2026
Q1 		$11M Buy
377,466
+25,098
+7% +$780K 4.58% 5
2025
Q4 		$11.5M Buy
352,368
+5,859
+2% +$191K 4.78% 5
2025
Q3 		$11.1M Buy
346,509
+6,613
+2% +$202K 4.75% 4
2025
Q2 		$10M Sell
339,896
-346
-0.1% -$9.15K 4.67% 4
2025
Q1 		$8.52M Buy
340,242
+14,609
+4% +$400K 4.83% 6
2024
Q4 		$9.08M Buy
325,633
+9,189
+3% +$251K 5.26% 4
2024
Q3 		$8.33M Sell
316,444
-18,288
-5% -$460K 4.94% 5
2024
Q2 		$8.44M Buy
334,732
+46,240
+16% +$1.09M 4.97% 4
2024
Q1 		$6.69M Buy
288,492
+2,908
+1% +$64.3K 4.61% 4
2023
Q4 		$5.93M Buy
285,584
+9,600
+3% +$186K 4.6% 5
2023
Q3 		$5.06M Sell
275,984
-5,548
-2% -$104K 4.59% 5
2023
Q2 		$5.28M Sell
281,532
-2,952
-1% -$50.6K 4.94% 5
2023
Q1 		$4.62M Sell
284,484
-1,568
-0.5% -$23.8K 4.49% 5
2022
Q4 		$4.14M Buy
+286,052
New +$4.11M 4.22% 5

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mainsail Financial Group's SCHG Position: Q2 2026 in Review

Mainsail Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q2 2026, buying an estimated $2.27M and bringing the position to 445,973 shares worth $15.1M. The position accounts for 5.13% of the portfolio, ranked #5.

Mainsail Financial Group first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Mainsail Financial Group held 445,973 shares of Schwab US Large-Cap Growth ETF worth $15.1M as of Q2 2026.
  • Mainsail Financial Group bought 68,507 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.27M.
  • Schwab US Large-Cap Growth ETF made up 5.13% of Mainsail Financial Group's portfolio in Q2 2026, its #5 holding.
  • Mainsail Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.