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

Morris Financial Concepts’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	$273K	Hold	8,076	–	–	0.08%	121
2026 Q1	$235K	Hold	8,076	–	–	0.08%	124
2025 Q4	$263K	Hold	8,076	–	–	0.09%	116
2025 Q3	$258K	Hold	8,076	–	–	0.09%	117
2025 Q2	$236K	Hold	8,076	–	–	0.09%	120
2025 Q1	$202K	Hold	8,076	–	–	0.08%	130
2024 Q4	$225K	Sell	8,076 -1,472	-15%	-$40.3K	0.1%	116
2024 Q3	$249K	Buy	+9,548	New	+$240K	0.11%	106

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

Morris Financial Concepts's SCHG Position: Q2 2026 in Review

Morris Financial Concepts held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 8,076 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #121.

Morris Financial Concepts first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Morris Financial Concepts held 8,076 shares of Schwab US Large-Cap Growth ETF worth $273K as of Q2 2026.
Morris Financial Concepts left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.08% of Morris Financial Concepts's portfolio in Q2 2026, its #121 holding.
Morris Financial Concepts first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.