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

Symphony Financial’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 		$1.18M Buy
35,208
+5,403
+18% +$179K 0.13% 117
2026
Q1 		$853K Buy
29,805
+3,078
+12% +$95.7K 0.11% 125
2025
Q4 		$878K Buy
26,727
+5,831
+28% +$190K 0.12% 114
2025
Q3 		$663K Buy
+20,896
New +$637K 0.08% 136
2024
Q2 		– Sell
-9,292
Closed -$215K – 220
2024
Q1 		$215K Buy
+9,292
New +$206K 0.05% 179

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

Symphony Financial's SCHG Position: Q2 2026 in Review

Symphony Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q2 2026, buying an estimated $179K and bringing the position to 35,208 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #117.

Symphony Financial first reported a position in SCHG in Q1 2024 and has held it in 5 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Symphony Financial held 35,208 shares of Schwab US Large-Cap Growth ETF worth $1.18M as of Q2 2026.
  • Symphony Financial bought 5,403 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $179K.
  • Schwab US Large-Cap Growth ETF made up 0.13% of Symphony Financial's portfolio in Q2 2026, its #117 holding.
  • Symphony Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.