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

Summit Financial Wealth Advisors’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	$4.12M	Buy	121,722 +11,261	+10%	+$373K	0.53%	37
2026 Q1	$3.22M	Buy	110,461 +5,922	+6%	+$184K	0.46%	42
2025 Q4	$3.41M	Buy	104,539 +10,342	+11%	+$336K	0.49%	41
2025 Q3	$3.02M	Sell	94,197 -3,603	-4%	-$110K	0.47%	41
2025 Q2	$2.86M	Buy	97,800 +2,395	+3%	+$63.3K	0.51%	39
2025 Q1	$2.39M	Buy	95,405 +2,292	+2%	+$62.8K	0.47%	38
2024 Q4	$2.62M	Buy	93,113 +16,269	+21%	+$445K	0.51%	38
2024 Q3	$2M	Buy	76,844 +7,320	+11%	+$184K	0.38%	42
2024 Q2	$1.75M	Buy	69,524 +420	+0.6%	+$9.91K	0.36%	40
2024 Q1	$1.6M	Buy	69,104 +4,140	+6%	+$91.6K	0.32%	41
2023 Q4	$1.35M	Buy	64,964 +4,940	+8%	+$95.6K	0.31%	43
2023 Q3	$1.14M	Buy	60,024 +13,980	+30%	+$263K	0.28%	46
2023 Q2	$863K	Buy	46,044 +9,920	+27%	+$170K	0.2%	56
2023 Q1	$589K	Buy	36,124 +7,080	+24%	+$107K	0.14%	72
2022 Q4	$403K	Buy	29,044 +1,440	+5%	+$20.7K	0.1%	88
2022 Q3	$396K	Buy	27,604 +3,580	+15%	+$56.1K	0.11%	79
2022 Q2	$372K	Buy	24,024 +3,800	+19%	+$60.7K	0.09%	93
2022 Q1	$378K	Buy	20,224 +2,744	+16%	+$50K	0.08%	95
2021 Q4	$355K	Buy	17,480 +4,320	+33%	+$86.3K	0.07%	99
2021 Q3	$244K	Hold	13,160	–	–	0.06%	112
2021 Q2	$240K	Sell	13,160 -960	-7%	-$16.6K	0.05%	110
2021 Q1	$227K	Buy	+14,120	New	+$230K	0.06%	98

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

Summit Financial Wealth Advisors's SCHG Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, buying an estimated $373K and bringing the position to 121,722 shares worth $4.12M. The position accounts for 0.53% of the portfolio, ranked #37.

Summit Financial Wealth Advisors first reported a position in SCHG in Q1 2021 and has held it in 22 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Summit Financial Wealth Advisors held 121,722 shares of Schwab US Large-Cap Growth ETF worth $4.12M as of Q2 2026.
Summit Financial Wealth Advisors bought 11,261 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $373K.
Schwab US Large-Cap Growth ETF made up 0.53% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Summit Financial Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.