SFG
SCHG icon

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

Synergy 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
Q1 		$603K Buy
20,684
+3,699
+22% +$115K 0.45% 46
2025
Q4 		$554K Sell
16,985
-1,700
-9% -$55.3K 0.39% 50
2025
Q3 		$596K Sell
18,685
-30
-0.2% -$914 0.4% 46
2025
Q2 		$547K Sell
18,715
-2,715
-13% -$71.8K 0.4% 48
2025
Q1 		$537K Sell
21,430
-70
-0.3% -$1.92K 0.48% 48
2024
Q4 		$599K Sell
21,500
-256
-1% -$7K 0.5% 39
2024
Q3 		$567K Sell
21,756
-16
-0.1% -$403 0.54% 39
2024
Q2 		$549K Sell
21,772
-224
-1% -$5.28K 0.58% 39
2024
Q1 		$510K Sell
21,996
-176
-0.8% -$3.89K 0.57% 41
2023
Q4 		$460K Sell
22,172
-560
-2% -$10.8K 0.56% 42
2023
Q3 		$413K Sell
22,732
-2,196
-9% -$41.3K 0.58% 38
2023
Q2 		$467K Hold
24,928
– – 0.63% 38
2023
Q1 		$406K Hold
24,928
– – 0.66% 38
2022
Q4 		$346K Sell
24,928
-1,928
-7% -$27.7K 0.68% 39
2022
Q3 		$375K Sell
26,856
-324
-1% -$5.08K 0.56% 50
2022
Q2 		$394K Sell
27,180
-576
-2% -$9.21K 0.62% 50
2022
Q1 		$519K Sell
27,756
-52
-0.2% -$948 0.55% 52
2021
Q4 		$569K Buy
+27,808
New +$556K 0.51% 52

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Synergy Financial Group's SCHG Position: Q1 2026 in Review

Synergy Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q1 2026, buying an estimated $115K and bringing the position to 20,684 shares worth $603K. The position accounts for 0.45% of the portfolio, ranked #46.

Synergy Financial Group first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Synergy Financial Group held 20,684 shares of Schwab US Large-Cap Growth ETF worth $603K as of Q1 2026.
  • Synergy Financial Group bought 3,699 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $115K.
  • Schwab US Large-Cap Growth ETF made up 0.45% of Synergy Financial Group's portfolio in Q1 2026, its #46 holding.
  • Synergy Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.