Strategic Financial Concepts’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Strategic Financial Concepts’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	$1.33M	Sell	39,424 -2,177	-5%	-$72.1K	0.4%	65
2026 Q1	$1.21M	Buy	+41,601	New	+$1.29M	0.3%	81
2025 Q4	–	Sell	-29,451	Closed	-$940K	–	266
2025 Q3	$940K	Sell	29,451 -16,626	-36%	-$507K	0.14%	84
2025 Q2	$1.35M	Buy	46,077 +20,343	+79%	+$538K	0.19%	66
2025 Q1	$644K	Buy	25,734 +185	+0.7%	+$5.07K	0.12%	166
2024 Q4	$712K	Buy	25,549 +1,373	+6%	+$37.5K	0.14%	153
2024 Q3	$630K	Buy	24,176 +22,740	+1,584%	+$572K	0.2%	98
2024 Q2	$36.2K	Sell	1,436 -27,172	-95%	-$641K	0.02%	273
2024 Q1	$663K	Buy	+28,608	New	+$633K	0.16%	142
2023 Q4	–	Sell	-36,264	Closed	-$659K	–	238
2023 Q3	$659K	Buy	36,264 +9,440	+35%	+$178K	0.22%	111
2023 Q2	$503K	Buy	26,824 +4,492	+20%	+$77K	0.19%	124
2023 Q1	$364K	Buy	+22,332	New	+$339K	0.15%	141

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Strategic Financial Concepts's SCHG Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q2 2026, selling an estimated $72.1K and leaving 39,424 shares worth $1.33M. The position accounts for 0.4% of the portfolio, ranked #65.

Strategic Financial Concepts first reported a position in SCHG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q2 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Strategic Financial Concepts held 39,424 shares of Schwab US Large-Cap Growth ETF worth $1.33M as of Q2 2026.
Strategic Financial Concepts sold 2,177 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $72.1K.
Schwab US Large-Cap Growth ETF made up 0.4% of Strategic Financial Concepts's portfolio in Q2 2026, its #65 holding.
Strategic Financial Concepts first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's Schwab US Large-Cap Growth ETF position peaked at $1.35M in Q2 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.