PFGIA
SCHG icon

Patriot Financial Group Insurance Agency’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$8.59M Sell
253,975
-211,913
-45% -$7.02M 0.88% 21
2026
Q1 		$13.6M Buy
465,888
+221,361
+91% +$6.88M 0.76% 21
2025
Q4 		$7.98M Sell
244,527
-23,266
-9% -$757K 0.95% 14
2025
Q3 		$8.55M Sell
267,793
-158,799
-37% -$4.84M 1.09% 12
2025
Q2 		$12.5M Sell
426,592
-12,355
-3% -$327K 1.43% 7
2025
Q1 		$11M Sell
438,947
-19,129
-4% -$524K 1.47% 6
2024
Q4 		$12.8M Sell
458,076
-176,160
-28% -$4.82M 1.71% 6
2024
Q3 		$16.5M Buy
634,236
+24,168
+4% +$608K 2.22% 5
2024
Q2 		$15.4M Sell
610,068
-2,048
-0.3% -$48.3K 2.26% 6
2024
Q1 		$14.2M Sell
612,116
-100,096
-14% -$2.21M 2.26% 4
2023
Q4 		$14.8M Sell
712,212
-9,464
-1% -$183K 2.79% 4
2023
Q3 		$13.1M Buy
721,676
+15,224
+2% +$287K 2.71% 4
2023
Q2 		$13.2M Buy
706,452
+12,060
+2% +$207K 2.5% 4
2023
Q1 		$11.3M Sell
694,392
-65,912
-9% -$1M 2.29% 4
2022
Q4 		$10.6M Buy
760,304
+12,112
+2% +$174K 1.42% 4
2022
Q3 		$10.4M Buy
748,192
+85,716
+13% +$1.34M 2.54% 4
2022
Q2 		$9.6M Buy
662,476
+58,064
+10% +$928K 1.95% 5
2022
Q1 		$11.3M Buy
604,412
+50,524
+9% +$921K 2.01% 4
2021
Q4 		$11.3M Buy
553,888
+31,136
+6% +$622K 1.88% 4
2021
Q3 		$9.68M Buy
522,752
+175,792
+51% +$3.35M 1.72% 4
2021
Q2 		$6.33M Sell
346,960
-243,440
-41% -$4.21M 1.16% 11
2021
Q1 		$9.58M Buy
590,400
+11,040
+2% +$180K 2.19% 4
2020
Q4 		$9.3M Buy
579,360
+10,032
+2% +$152K 2.33% 4
2020
Q3 		$8.2M Buy
569,328
+14,456
+3% +$201K 2.67% 5
2020
Q2 		$7.04M Buy
554,872
+920
+0.2% +$10.7K 2.69% 4
2020
Q1 		$5.51M Buy
553,952
+1,128
+0.2% +$12.9K 2.52% 5
2019
Q4 		$6.42M Buy
552,824
+3,160
+0.6% +$34.8K 2.41% 6
2019
Q3 		$5.77M Buy
549,664
+498,976
+984% +$5.26M 2.6% 4
2019
Q2 		$534K Sell
50,688
-771,088
-94% -$7.84M 0.23% 74
2019
Q1 		$8.16M Buy
821,776
+1,136
+0.1% +$10.7K 4.18% 3
2018
Q4 		$7.07M Buy
820,640
+60,272
+8% +$561K 4.65% 3
2018
Q3 		$7.8M Sell
760,368
-57,696
-7% -$575K 4.65% 3
2018
Q2 		$7.75M Buy
818,064
+649,728
+386% +$6.05M 8.29% 2
2018
Q1 		$1.47M Buy
168,336
+26,240
+18% +$242K 1.09% 16
2017
Q4 		$1.3M Buy
142,096
+18,912
+15% +$163K 0.97% 18
2017
Q3 		$1.03M Buy
123,184
+27,400
+29% +$222K 0.92% 17
2017
Q2 		$759K Buy
95,784
+34,592
+57% +$270K 0.79% 17
2017
Q1 		$460K Buy
61,192
+27,664
+83% +$205K 0.48% 39
2016
Q4 		$241K Buy
+33,528
New +$232K 0.33% 53

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 45% in Q2 2026, selling an estimated $7.02M and leaving 253,975 shares worth $8.59M. The position accounts for 0.88% of the portfolio, ranked #21.

Patriot Financial Group Insurance Agency first reported a position in SCHG in Q4 2016 and has held it in 39 quarters since. The position peaked at $16.5M in Q3 2024. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 253,975 shares of Schwab US Large-Cap Growth ETF worth $8.59M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 211,913 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.02M.
  • Schwab US Large-Cap Growth ETF made up 0.88% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #21 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Schwab US Large-Cap Growth ETF position peaked at $16.5M in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.