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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
Q2 		$691K Sell
20,432
-252
-1% -$8.35K 0.5% 40
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

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

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

Synergy Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, selling an estimated $8.35K and leaving 20,432 shares worth $691K. The position accounts for 0.5% of the portfolio, ranked #40.

Synergy Financial Group first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Synergy Financial Group held 20,432 shares of Schwab US Large-Cap Growth ETF worth $691K as of Q2 2026.
  • Synergy Financial Group sold 252 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.35K.
  • Schwab US Large-Cap Growth ETF made up 0.5% of Synergy Financial Group's portfolio in Q2 2026, its #40 holding.
  • Synergy Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.