MFG Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MFG Wealth Management’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	$1.62M	Sell	47,921 -292	-0.6%	-$9.68K	1.16%	42
2026 Q1	$1.4M	Sell	48,213 -856	-2%	-$26.6K	1.16%	45
2025 Q4	$1.6M	Sell	49,069 -5,554	-10%	-$181K	1.25%	39
2025 Q3	$1.74M	Buy	+54,623	New	+$1.66M	1.32%	42

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 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

MFG Wealth Management's SCHG Position: Q2 2026 in Review

MFG Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.61% in Q2 2026, selling an estimated $9.68K and leaving 47,921 shares worth $1.62M. The position accounts for 1.16% of the portfolio, ranked #42.

MFG Wealth Management first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q3 2025. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

MFG Wealth Management held 47,921 shares of Schwab US Large-Cap Growth ETF worth $1.62M as of Q2 2026.
MFG Wealth Management sold 292 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.68K.
Schwab US Large-Cap Growth ETF made up 1.16% of MFG Wealth Management's portfolio in Q2 2026, its #42 holding.
MFG Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
MFG Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.74M in Q3 2025.
392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.