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

PFG 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 		$13.1M Buy
385,935
+468
+0.1% +$15.5K 0.66% 21
2026
Q1 		$11.2M Sell
385,467
-5,939
-2% -$185K 0.55% 36
2025
Q4 		$12.8M Buy
391,406
+69,194
+21% +$2.25M 0.62% 33
2025
Q3 		$10.3M Buy
+322,212
New +$9.82M 0.42% 49
2025
Q2 		– Sell
-302,351
Closed -$7.57M – 736
2025
Q1 		$7.57M Sell
302,351
-25,244
-8% -$691K 0.42% 53
2024
Q4 		$9.13M Sell
327,595
-4,013
-1% -$110K 0.56% 43
2024
Q3 		$8.64M Sell
331,608
-552
-0.2% -$13.9K 0.54% 46
2024
Q2 		$8.37M Buy
332,160
+70,932
+27% +$1.67M 0.57% 36
2024
Q1 		$6.06M Buy
261,228
+61,340
+31% +$1.36M 0.44% 54
2023
Q4 		$4.15M Buy
199,888
+59,856
+43% +$1.16M 0.33% 75
2023
Q3 		$2.55M Buy
140,032
+10,440
+8% +$197K 0.23% 114
2023
Q2 		$2.43M Buy
129,592
+17,196
+15% +$295K 0.18% 138
2023
Q1 		$1.83M Buy
112,396
+996
+0.9% +$15.1K 0.15% 162
2022
Q4 		$1.55M Buy
111,400
+11,096
+11% +$160K 0.15% 180
2022
Q3 		$1.4M Buy
+100,304
New +$1.57M 0.16% 162
2022
Q1 		– Sell
-107,880
Closed -$2.21M – 513
2021
Q4 		$2.21M Buy
107,880
+3,976
+4% +$79.5K 0.22% 130
2021
Q3 		$1.92M Sell
103,904
-20,008
-16% -$381K 0.21% 146
2021
Q2 		$2.26M Sell
123,912
-912
-0.7% -$15.8K 0.26% 117
2021
Q1 		$2.02M Sell
124,824
-9,728
-7% -$158K 0.26% 114
2020
Q4 		$2.16M Sell
134,552
-5,136
-4% -$77.9K 0.37% 72
2020
Q3 		$2.04M Sell
139,688
-1,736
-1% -$24.2K 0.39% 68
2020
Q2 		$1.89M Sell
141,424
-7,944
-5% -$92.6K 0.42% 70
2020
Q1 		$1.65M Buy
149,368
+2,648
+2% +$30.2K 0.44% 71
2019
Q4 		$1.74M Sell
146,720
-1,920
-1% -$21.2K 0.43% 68
2019
Q3 		$1.55M Buy
148,640
+2,368
+2% +$25K 0.43% 65
2019
Q2 		$1.57M Buy
146,272
+50,136
+52% +$510K 0.43% 65
2019
Q1 		$998K Buy
96,136
+12,344
+15% +$117K 0.3% 100
2018
Q4 		$802K Buy
83,792
+37,408
+81% +$348K 0.25% 119
2018
Q3 		$442K Buy
46,384
+12,400
+36% +$124K 0.34% 82
2018
Q2 		$322K Buy
33,984
+6,344
+23% +$59.1K 0.28% 93
2018
Q1 		$248K Buy
+27,640
New +$255K 0.24% 122

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
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

PFG Advisors's SCHG Position: Q2 2026 in Review

PFG Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.12% in Q2 2026, buying an estimated $15.5K and bringing the position to 385,935 shares worth $13.1M. The position accounts for 0.66% of the portfolio, ranked #21.

PFG Advisors first reported a position in SCHG in Q1 2018 and has held it in 31 quarters since. 423 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • PFG Advisors held 385,935 shares of Schwab US Large-Cap Growth ETF worth $13.1M as of Q2 2026.
  • PFG Advisors bought 468 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.5K.
  • Schwab US Large-Cap Growth ETF made up 0.66% of PFG Advisors's portfolio in Q2 2026, its #21 holding.
  • PFG Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 31 quarters since.
  • 423 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.