Snider Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Snider Financial Group’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	$7.65M	Buy	225,974 +6,723	+3%	+$223K	1.95%	14
2026 Q1	$6.39M	Sell	219,251 -24,890	-10%	-$774K	1.93%	15
2025 Q4	$7.96M	Sell	244,141 -7,580	-3%	-$247K	2.12%	13
2025 Q3	$8.03M	Buy	251,721 +1,801	+0.7%	+$54.9K	2.19%	13
2025 Q2	$7.3M	Buy	249,920 +105,869	+73%	+$2.8M	2.11%	13
2025 Q1	$3.61M	Buy	144,051 +5,816	+4%	+$159K	1.17%	26
2024 Q4	$3.85M	Buy	138,235 +52,719	+62%	+$1.44M	1.19%	25
2024 Q3	$2.23M	Sell	85,516 -3,228	-4%	-$81.2K	0.82%	40
2024 Q2	$2.24M	Buy	88,744 +2,884	+3%	+$68K	0.86%	39
2024 Q1	$1.99M	Sell	85,860 -2,672	-3%	-$59.1K	0.83%	37
2023 Q4	$1.84M	Sell	88,532 -4,768	-5%	-$92.2K	0.85%	37
2023 Q3	$1.7M	Sell	93,300 -2,020	-2%	-$38K	0.82%	40
2023 Q2	$1.79M	Buy	+95,320	New	+$1.63M	0.85%	37

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 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

Snider Financial Group's SCHG Position: Q2 2026 in Review

Snider Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.1% in Q2 2026, buying an estimated $223K and bringing the position to 225,974 shares worth $7.65M. The position accounts for 1.95% of the portfolio, ranked #14.

Snider Financial Group first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.03M in Q3 2025. 361 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Snider Financial Group held 225,974 shares of Schwab US Large-Cap Growth ETF worth $7.65M as of Q2 2026.
Snider Financial Group bought 6,723 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $223K.
Schwab US Large-Cap Growth ETF made up 1.95% of Snider Financial Group's portfolio in Q2 2026, its #14 holding.
Snider Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Snider Financial Group's Schwab US Large-Cap Growth ETF position peaked at $8.03M in Q3 2025.
361 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.