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

Manuka 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 		$307K Hold
9,065
– – 0.16% 46
2026
Q1 		$264K Sell
9,065
-2,365
-21% -$73.5K 0.16% 47
2025
Q4 		$373K Buy
11,430
+2,365
+26% +$76.9K 0.23% 40
2025
Q3 		$289K Hold
9,065
– – 0.18% 43
2025
Q2 		$265K Hold
9,065
– – 0.14% 45
2025
Q1 		$227K Buy
+9,065
New +$248K 0.15% 45

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Manuka Financial's SCHG Position: Q2 2026 in Review

Manuka Financial held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 9,065 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #46.

Manuka Financial first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $373K in Q4 2025. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Manuka Financial held 9,065 shares of Schwab US Large-Cap Growth ETF worth $307K as of Q2 2026.
  • Manuka Financial left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.16% of Manuka Financial's portfolio in Q2 2026, its #46 holding.
  • Manuka Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Manuka Financial's Schwab US Large-Cap Growth ETF position peaked at $373K in Q4 2025.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Manuka Financial's 13F filing for Q2 2026, filed 31 Jul 2026.