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

Petra 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	$1.52M	Buy	44,950 +13,056	+41%	+$433K	0.71%	40
2026 Q1	$929K	Sell	31,894 -46,176	-59%	-$1.44M	0.57%	51
2025 Q4	$2.55M	Sell	78,070 -3,008	-4%	-$97.8K	1.49%	12
2025 Q3	$2.59M	Buy	81,078 +3,458	+4%	+$105K	1.51%	12
2025 Q2	$2.27M	Buy	77,620 +30,263	+64%	+$800K	1.44%	13
2025 Q1	$1.19M	Sell	47,357 -19,648	-29%	-$538K	0.97%	26
2024 Q4	$1.87M	Sell	67,005 -7,051	-10%	-$193K	1.27%	19
2024 Q3	$1.93M	Sell	74,056 -1,596	-2%	-$40.2K	1.27%	17
2024 Q2	$1.91M	Sell	75,652 -2,396	-3%	-$56.5K	1.37%	16
2024 Q1	$1.77M	Sell	78,048 -176	-0.2%	-$3.89K	1.3%	18
2023 Q4	$1.62M	Buy	78,224 +172	+0.2%	+$3.33K	1.35%	20
2023 Q3	$1.42M	Buy	78,052 +21,964	+39%	+$413K	1.18%	24
2023 Q2	$1.05M	Buy	56,088 +35,632	+174%	+$611K	0.94%	30
2023 Q1	$333K	Sell	20,456 -20,408	-50%	-$310K	0.33%	56
2022 Q4	$568K	Buy	+40,864	New	+$588K	0.62%	46

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Petra Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 41% in Q2 2026, buying an estimated $433K and bringing the position to 44,950 shares worth $1.52M. The position accounts for 0.71% of the portfolio, ranked #40.

Petra Financial Advisors first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.59M in Q3 2025. 835 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Petra Financial Advisors held 44,950 shares of Schwab US Large-Cap Growth ETF worth $1.52M as of Q2 2026.
Petra Financial Advisors bought 13,056 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $433K.
Schwab US Large-Cap Growth ETF made up 0.71% of Petra Financial Advisors's portfolio in Q2 2026, its #40 holding.
Petra Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Petra Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.59M in Q3 2025.
835 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.