Phillips Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Phillips Financial Management’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	$34.4K	Hold	1,016	–	–	﹤0.01%	255
2026 Q1	$29.6K	Hold	1,016	–	–	﹤0.01%	250
2025 Q4	$33.1K	Hold	1,016	–	–	﹤0.01%	260
2025 Q3	$32.4K	Hold	1,016	–	–	﹤0.01%	265
2025 Q2	$29.7K	Hold	1,016	–	–	﹤0.01%	237
2025 Q1	$25.4K	Sell	1,016 -2,080	-67%	-$57K	﹤0.01%	232
2024 Q4	$86.3K	Buy	3,096 +2,080	+205%	+$56.9K	0.01%	198
2024 Q3	$26.5K	Hold	1,016	–	–	﹤0.01%	237
2024 Q2	$25.6K	Hold	1,016	–	–	﹤0.01%	233
2024 Q1	$23.6K	Hold	1,016	–	–	﹤0.01%	224
2023 Q4	$21.1K	Hold	1,016	–	–	﹤0.01%	211
2023 Q3	$18.5K	Hold	1,016	–	–	﹤0.01%	212
2023 Q2	$19K	Hold	1,016	–	–	﹤0.01%	208
2023 Q1	$16.6K	Hold	1,016	–	–	﹤0.01%	214
2022 Q4	$14.1K	Hold	1,016	–	–	﹤0.01%	203
2022 Q3	$14K	Buy	+1,016	New	+$15.9K	﹤0.01%	199

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

Phillips Financial Management's SCHG Position: Q2 2026 in Review

Phillips Financial Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,016 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Phillips Financial Management first reported a position in SCHG in Q3 2022 and has held it in 16 quarters since. The position peaked at $86.3K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Phillips Financial Management held 1,016 shares of Schwab US Large-Cap Growth ETF worth $34.4K as of Q2 2026.
Phillips Financial Management 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 Phillips Financial Management's portfolio in Q2 2026, its #255 holding.
Phillips Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's Schwab US Large-Cap Growth ETF position peaked at $86.3K in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.