Stenger Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stenger Family Office’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	$377K	Buy	9,916 +292	+3%	+$9.68K	0.06%	96
2026 Q1	$318K	Buy	9,624 +1,906	+25%	+$59.3K	0.06%	103
2025 Q4	$252K	Hold	7,718	–	–	0.05%	95
2025 Q3	$256K	Buy	+7,718	New	+$235K	0.05%	96
2024 Q4	$283K	Buy	+10,141	New	+$277K	0.1%	85

Other funds holding SCHG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stenger Family Office's SCHG Position: Q2 2026 in Review

Stenger Family Office increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q2 2026, buying an estimated $9.68K and bringing the position to 9,916 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #96.

Stenger Family Office first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. 677 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Stenger Family Office held 9,916 shares of Schwab US Large-Cap Growth ETF worth $377K as of Q2 2026.
Stenger Family Office bought 292 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.68K.
Schwab US Large-Cap Growth ETF made up 0.06% of Stenger Family Office's portfolio in Q2 2026, its #96 holding.
Stenger Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
677 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.