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PFS Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PFS Partners’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 		$474 Hold
14
– – ﹤0.01% 581
2026
Q1 		$408 Hold
14
– – ﹤0.01% 573
2025
Q4 		$457 Hold
14
– – ﹤0.01% 568
2025
Q3 		$447 Buy
+14
New +$427 ﹤0.01% 540

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

PFS Partners's SCHG Position: Q2 2026 in Review

PFS Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 14 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #581.

PFS Partners first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • PFS Partners held 14 shares of Schwab US Large-Cap Growth ETF worth $474 as of Q2 2026.
  • PFS Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #581 holding.
  • PFS Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.