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Sunburst Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sunburst Financial Group’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 		$1.23M Sell
36,256
-608
-2% -$20.1K 0.2% 47
2026
Q1 		$1.07M Buy
36,864
+552
+2% +$17.2K 0.2% 49
2025
Q4 		$1.18M Sell
36,312
-38
-0.1% -$1.24K 0.24% 43
2025
Q3 		$1.16M Sell
36,350
-846
-2% -$25.8K 0.24% 44
2025
Q2 		$1.09M Sell
37,196
-49
-0.1% -$1.3K 0.24% 45
2025
Q1 		$933K Sell
37,245
-116
-0.3% -$3.18K 0.23% 49
2024
Q4 		$1.04M Sell
37,361
-339
-0.9% -$9.27K 0.26% 44
2024
Q3 		$982K Sell
37,700
-212
-0.6% -$5.33K 0.25% 49
2024
Q2 		$956K Hold
37,912
– – 0.26% 49
2024
Q1 		$880K Sell
37,912
-424
-1% -$9.38K 0.25% 50
2023
Q4 		$795K Sell
38,336
-3,736
-9% -$72.3K 0.25% 51
2023
Q3 		$765K Buy
42,072
+4
+0% +$75 0.27% 43
2023
Q2 		$788K Sell
42,068
-1,992
-5% -$34.2K 0.28% 45
2023
Q1 		$718K Buy
44,060
+248
+0.6% +$3.76K 0.26% 45
2022
Q4 		$609K Buy
43,812
+23,680
+118% +$340K 0.24% 49
2022
Q3 		$281K Buy
20,132
+3,036
+18% +$47.6K 0.14% 71
2022
Q2 		$248K Buy
+17,096
New +$273K 0.12% 75

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunburst Financial Group's SCHG Position: Q2 2026 in Review

Sunburst Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, selling an estimated $20.1K and leaving 36,256 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #47.

Sunburst Financial Group first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sunburst Financial Group held 36,256 shares of Schwab US Large-Cap Growth ETF worth $1.23M as of Q2 2026.
  • Sunburst Financial Group sold 608 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $20.1K.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Sunburst Financial Group's portfolio in Q2 2026, its #47 holding.
  • Sunburst Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.