Personal CFO Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Personal CFO Solutions’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	$410K	Buy	+12,127	New	+$402K	0.06%	305
2026 Q1	–	Sell	-8,441	Closed	-$275K	–	559
2025 Q4	$275K	Buy	+8,441	New	+$275K	0.04%	400
2025 Q3	–	Sell	-7,398	Closed	-$216K	–	521
2025 Q2	$216K	Sell	7,398 -911	-11%	-$24.1K	0.04%	447
2025 Q1	$208K	Buy	8,309 +586	+8%	+$16K	0.04%	420
2024 Q4	$215K	Sell	7,723 -4,833	-38%	-$132K	0.04%	426
2024 Q3	$327K	Buy	+12,556	New	+$316K	0.05%	389

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

Personal CFO Solutions's SCHG Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 12,127 shares worth $410K. The stake represents 0.06% of the portfolio and ranks #305 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in SCHG as recently as Q4 2025.

Personal CFO Solutions first reported a position in SCHG in Q3 2024 and has held it in 6 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Personal CFO Solutions held 12,127 shares of Schwab US Large-Cap Growth ETF worth $410K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Personal CFO Solutions position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #305 holding.
Personal CFO Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.