Summit Financial Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Financial Consulting’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	$367K	Sell	10,851 -213	-2%	-$7.06K	0.25%	36
2026 Q1	$322K	Buy	11,064 +61	+0.6%	+$1.9K	0.23%	35
2025 Q4	$359K	Buy	11,003 +4,361	+66%	+$142K	0.26%	32
2025 Q3	$212K	Buy	+6,642	New	+$202K	0.17%	40
2025 Q2	–	Sell	-12,954	Closed	-$324K	–	46
2025 Q1	$324K	Buy	+12,954	New	+$355K	0.3%	32

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

Summit Financial Consulting's SCHG Position: Q2 2026 in Review

Summit Financial Consulting reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q2 2026, selling an estimated $7.06K and leaving 10,851 shares worth $367K. The position accounts for 0.25% of the portfolio, ranked #36.

Summit Financial Consulting first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Summit Financial Consulting held 10,851 shares of Schwab US Large-Cap Growth ETF worth $367K as of Q2 2026.
Summit Financial Consulting sold 213 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.06K.
Schwab US Large-Cap Growth ETF made up 0.25% of Summit Financial Consulting's portfolio in Q2 2026, its #36 holding.
Summit Financial Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.