Sprinkle Financial Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sprinkle Financial Consultants’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	$1.98M	Buy	58,631 +430	+0.7%	+$14.2K	0.78%	30
2026 Q1	$1.7M	Sell	58,201 -1,468	-2%	-$45.6K	0.78%	31
2025 Q4	$1.95M	Buy	59,669 +61	+0.1%	+$1.98K	0.99%	27
2025 Q3	$1.9M	Buy	59,608 +121	+0.2%	+$3.69K	1.06%	24
2025 Q2	$1.74M	Sell	59,487 -59,174	-50%	-$1.56M	1.06%	25
2025 Q1	$2.97M	Sell	118,661 -4,480	-4%	-$123K	1.89%	13
2024 Q4	$3.43M	Buy	123,141 +133	+0.1%	+$3.64K	2.34%	11
2024 Q3	$3.2M	Buy	123,008 +252	+0.2%	+$6.34K	2.29%	11
2024 Q2	$3.09M	Hold	122,756	–	–	2.44%	11
2024 Q1	$2.85M	Sell	122,756 -728	-0.6%	-$16.1K	2.43%	11
2023 Q4	$2.56M	Buy	+123,484	New	+$2.39M	2.61%	9

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Sprinkle Financial Consultants's SCHG Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.74% in Q2 2026, buying an estimated $14.2K and bringing the position to 58,631 shares worth $1.98M. The position accounts for 0.78% of the portfolio, ranked #30.

Sprinkle Financial Consultants first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.43M in Q4 2024. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sprinkle Financial Consultants held 58,631 shares of Schwab US Large-Cap Growth ETF worth $1.98M as of Q2 2026.
Sprinkle Financial Consultants bought 430 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $14.2K.
Schwab US Large-Cap Growth ETF made up 0.78% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #30 holding.
Sprinkle Financial Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Sprinkle Financial Consultants's Schwab US Large-Cap Growth ETF position peaked at $3.43M in Q4 2024.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.