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

Team 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	$18.9M	Buy	557,480 +40,659	+8%	+$1.35M	8.01%	4
2026 Q1	$15.1M	Buy	516,821 +34,331	+7%	+$1.07M	6.83%	5
2025 Q4	$15.7M	Buy	482,490 +5,855	+1%	+$190K	7.14%	5
2025 Q3	$15.2M	Buy	476,635 +5,241	+1%	+$160K	7.05%	5
2025 Q2	$13.8M	Buy	471,394 +41,033	+10%	+$1.08M	6.77%	5
2025 Q1	$10.8M	Buy	430,361 +33,865	+9%	+$928K	6.22%	6
2024 Q4	$11.1M	Buy	396,496 +33,376	+9%	+$913K	6.34%	5
2024 Q3	$9.46M	Buy	363,120 +15,460	+4%	+$389K	5.62%	6
2024 Q2	$8.76M	Buy	347,660 +36,240	+12%	+$855K	5.63%	6
2024 Q1	$7.22M	Buy	311,420 +219,504	+239%	+$4.85M	4.86%	6
2023 Q4	$1.91M	Buy	91,916 +37,632	+69%	+$728K	1.37%	15
2023 Q3	$987K	Buy	+54,284	New	+$1.02M	0.82%	16

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Team Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.9% in Q2 2026, buying an estimated $1.35M and bringing the position to 557,480 shares worth $18.9M. The position accounts for 8.01% of the portfolio, ranked #4.

Team Financial Group first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. 438 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Team Financial Group held 557,480 shares of Schwab US Large-Cap Growth ETF worth $18.9M as of Q2 2026.
Team Financial Group bought 40,659 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.35M.
Schwab US Large-Cap Growth ETF made up 8.01% of Team Financial Group's portfolio in Q2 2026, its #4 holding.
Team Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
438 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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