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

Summit Financial Strategies’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 		$780K Sell
23,061
-3,354
-13% -$111K 0.05% 79
2026
Q1 		$769K Sell
26,415
-2
-0% -$62 0.06% 76
2025
Q4 		$862K Sell
26,417
-431
-2% -$14K 0.07% 71
2025
Q3 		$857K Hold
26,848
– – 0.07% 70
2025
Q2 		$784K Sell
26,848
-2,232
-8% -$59K 0.07% 69
2025
Q1 		$728K Sell
29,080
-5,462
-16% -$150K 0.07% 67
2024
Q4 		$963K Buy
34,542
+18
+0.1% +$492 0.11% 59
2024
Q3 		$899K Buy
34,524
+264
+0.8% +$6.64K 0.1% 61
2024
Q2 		$864K Sell
34,260
-5,520
-14% -$130K 0.11% 60
2024
Q1 		$922K Sell
39,780
-420
-1% -$9.29K 0.13% 59
2023
Q4 		$834K Buy
40,200
+56
+0.1% +$1.08K 0.13% 60
2023
Q3 		$730K Buy
40,144
+40
+0.1% +$753 0.14% 54
2023
Q2 		$751K Sell
40,104
-4,960
-11% -$85K 0.14% 53
2023
Q1 		$734K Sell
45,064
-188
-0.4% -$2.85K 0.14% 52
2022
Q4 		$629K Sell
45,252
-600
-1% -$8.63K 0.14% 52
2022
Q3 		$640K Sell
45,852
-1,192
-3% -$18.7K 0.15% 51
2022
Q2 		$682K Sell
47,044
-1,804
-4% -$28.8K 0.16% 46
2022
Q1 		$914K Buy
48,848
+5,832
+14% +$106K 0.18% 38
2021
Q4 		$880K Buy
43,016
+1,016
+2% +$20.3K 0.17% 43
2021
Q3 		$777K Buy
42,000
+8
+0% +$152 0.15% 46
2021
Q2 		$766K Sell
41,992
-16
-0% -$277 0.15% 46
2021
Q1 		$681K Hold
42,008
– – 0.24% 27
2020
Q4 		$674K Buy
42,008
+8
+0% +$121 0.23% 34
2020
Q3 		$605K Buy
42,000
+8
+0% +$112 0.25% 32
2020
Q2 		$533K Buy
41,992
+8
+0% +$93 0.24% 32
2020
Q1 		$418K Buy
41,984
+296
+0.7% +$3.38K 0.23% 31
2019
Q4 		$484K Buy
41,688
+16
+0% +$176 0.24% 31
2019
Q3 		$438K Buy
41,672
+24
+0.1% +$253 0.21% 29
2019
Q2 		$433K Buy
+41,648
New +$423K 0.21% 30
2019
Q1 		– Sell
-41,368
Closed -$356K – 62
2018
Q4 		$356K Buy
+41,368
New +$385K 0.2% 35

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Summit Financial Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, selling an estimated $111K and leaving 23,061 shares worth $780K. The position accounts for 0.05% of the portfolio, ranked #79.

Summit Financial Strategies first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $963K in Q4 2024. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Summit Financial Strategies held 23,061 shares of Schwab US Large-Cap Growth ETF worth $780K as of Q2 2026.
  • Summit Financial Strategies sold 3,354 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $111K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Summit Financial Strategies's portfolio in Q2 2026, its #79 holding.
  • Summit Financial Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Financial Strategies's Schwab US Large-Cap Growth ETF position peaked at $963K in Q4 2024.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.