SFG
SCHG icon

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

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return