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

Midwest 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	$4.82M	Buy	142,537 +5,414	+4%	+$179K	1.69%	16
2026 Q1	$3.99M	Buy	137,123 +19,537	+17%	+$607K	1.7%	17
2025 Q4	$3.84M	Buy	117,586 +18,684	+19%	+$608K	1.69%	18
2025 Q3	$3.16M	Buy	98,902 +23,846	+32%	+$727K	1.5%	19
2025 Q2	$2.19M	Buy	75,056 +2,064	+3%	+$54.6K	1.15%	26
2025 Q1	$1.83M	Buy	72,992 +10,101	+16%	+$277K	1.06%	30
2024 Q4	$1.75M	Buy	62,891 +23,095	+58%	+$632K	1.01%	30
2024 Q3	$1.04M	Buy	39,796 +2,384	+6%	+$60K	0.61%	39
2024 Q2	$943K	Buy	37,412 +6,164	+20%	+$145K	0.6%	42
2024 Q1	$724K	Buy	31,248 +2,148	+7%	+$47.5K	0.49%	56
2023 Q4	$604K	Buy	29,100 +2,264	+8%	+$43.8K	0.45%	60
2023 Q3	$488K	Buy	26,836 +808	+3%	+$15.2K	0.41%	63
2023 Q2	$488K	Buy	26,028 +2,624	+11%	+$45K	0.41%	63
2023 Q1	$381K	Buy	+23,404	New	+$355K	0.35%	67

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Midwest Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.9% in Q2 2026, buying an estimated $179K and bringing the position to 142,537 shares worth $4.82M. The position accounts for 1.69% of the portfolio, ranked #16.

Midwest Financial Group first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Midwest Financial Group held 142,537 shares of Schwab US Large-Cap Growth ETF worth $4.82M as of Q2 2026.
Midwest Financial Group bought 5,414 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $179K.
Schwab US Large-Cap Growth ETF made up 1.69% of Midwest Financial Group's portfolio in Q2 2026, its #16 holding.
Midwest Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.