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

SNS 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	$1.18M	Buy	+34,765	New	+$1.15M	0.02%	278
2020 Q1	–	Sell	-30,416	Closed	-$353K	–	225
2019 Q4	$353K	Sell	30,416 -9,592	-24%	-$106K	0.06%	154
2019 Q3	$420K	Sell	40,008 -10,192	-20%	-$107K	0.08%	123
2019 Q2	$522K	Buy	+50,200	New	+$510K	0.1%	114

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

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

SNS Financial Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 34,765 shares worth $1.18M. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in SCHG as recently as Q4 2019.

SNS Financial Group first reported a position in SCHG in Q2 2019 and has held it in 4 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

SNS Financial Group held 34,765 shares of Schwab US Large-Cap Growth ETF worth $1.18M as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new SNS Financial Group position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of SNS Financial Group's portfolio in Q2 2026, its #278 holding.
SNS Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 4 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.