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

Resurgent 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 		$756K Sell
22,346
-1,228
-5% -$40.7K 0.21% 110
2026
Q1 		$687K Sell
23,574
-4,603
-16% -$143K 0.25% 101
2025
Q4 		$919K Buy
28,177
+1,492
+6% +$48.5K 0.46% 56
2025
Q3 		$852K Buy
26,685
+5,165
+24% +$157K 0.42% 63
2025
Q2 		$629K Sell
21,520
-8,330
-28% -$220K 0.35% 81
2025
Q1 		$747K Buy
29,850
+2,601
+10% +$71.2K 0.45% 62
2024
Q4 		$759K Sell
27,249
-1,103
-4% -$30.2K 0.45% 62
2024
Q3 		$738K Buy
28,352
+2,316
+9% +$58.3K 0.43% 70
2024
Q2 		$656K Sell
26,036
-8,832
-25% -$208K 0.41% 73
2024
Q1 		$808K Buy
34,868
+2,268
+7% +$50.2K 0.43% 69
2023
Q4 		$676K Buy
32,600
+2,328
+8% +$45K 0.42% 64
2023
Q3 		$550K Buy
30,272
+22,660
+298% +$427K 0.37% 70
2023
Q2 		$143K Hold
7,612
– – 0.09% 187
2023
Q1 		$124K Buy
7,612
+4
+0.1% +$61 0.08% 201
2022
Q4 		$106K Buy
+7,608
New +$109K 0.06% 296
2022
Q2 		– Sell
-16,800
Closed -$314K – 218
2022
Q1 		$314K Sell
16,800
-960
-5% -$17.5K 0.19% 123
2021
Q4 		$364K Buy
+17,760
New +$355K 0.29% 84

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Resurgent Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q2 2026, selling an estimated $40.7K and leaving 22,346 shares worth $756K. The position accounts for 0.21% of the portfolio, ranked #110.

Resurgent Financial Advisors first reported a position in SCHG in Q4 2021 and has held it in 17 quarters since. The position peaked at $919K in Q4 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Resurgent Financial Advisors held 22,346 shares of Schwab US Large-Cap Growth ETF worth $756K as of Q2 2026.
  • Resurgent Financial Advisors sold 1,228 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $40.7K.
  • Schwab US Large-Cap Growth ETF made up 0.21% of Resurgent Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Resurgent Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Resurgent Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $919K in Q4 2025.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.