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

Pathway Financial Advisors’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	$575K	Sell	16,842 -50	-0.3%	-$1.66K	0.07%	87
2026 Q1	$497K	Buy	16,892 +3	+0%	+$93	0.06%	92
2025 Q4	$555K	Buy	16,889 +14	+0.1%	+$455	0.07%	88
2025 Q3	$538K	Buy	16,875 +3	+0%	+$91	0.07%	91
2025 Q2	$493K	Buy	16,872 +11	+0.1%	+$291	0.07%	89
2025 Q1	$422K	Buy	16,861 +81	+0.5%	+$2.22K	0.08%	105
2024 Q4	$468K	Hold	16,780	–	–	0.11%	96
2024 Q3	$437K	Sell	16,780 -2,400	-13%	-$60.4K	0.11%	97
2024 Q2	$484K	Hold	19,180	–	–	0.13%	92
2024 Q1	$445K	Hold	19,180	–	–	0.12%	96
2023 Q4	$398K	Buy	19,180 +2,400	+14%	+$46.4K	0.11%	98
2023 Q3	$305K	Buy	+16,780	New	+$316K	0.1%	101
2022 Q4	–	Sell	-37,000	Closed	-$516K	–	130
2022 Q3	$516K	Buy	37,000 +868	+2%	+$13.6K	0.18%	61
2022 Q2	$524K	Buy	+36,132	New	+$578K	0.22%	60
2018 Q3	–	Sell	-5,232	Closed	-$50K	–	322
2018 Q2	$50K	Buy	5,232 +48	+0.9%	+$447	0.03%	251
2018 Q1	$46K	Buy	5,184 +4,664	+897%	+$43K	0.03%	270
2017 Q4	$5K	Buy	+520	New	+$4.47K	﹤0.01%	408

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Pathway Financial Advisors's SCHG Position: Q2 2026 in Review

Pathway Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.3% in Q2 2026, selling an estimated $1.66K and leaving 16,842 shares worth $575K. The position accounts for 0.07% of the portfolio, ranked #87.

Pathway Financial Advisors first reported a position in SCHG in Q4 2017 and has held it in 17 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Pathway Financial Advisors held 16,842 shares of Schwab US Large-Cap Growth ETF worth $575K as of Q2 2026.
Pathway Financial Advisors sold 50 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.66K.
Schwab US Large-Cap Growth ETF made up 0.07% of Pathway Financial Advisors's portfolio in Q2 2026, its #87 holding.
Pathway Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 17 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.