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

Teamwork Financial Advisors’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	$401K	Buy	11,837 +733	+7%	+$24.3K	0.04%	145
2026 Q1	$323K	Buy	11,104 +196	+2%	+$6.09K	0.03%	174
2025 Q4	$356K	Buy	10,908 +674	+7%	+$21.9K	0.04%	162
2025 Q3	$327K	Sell	10,234 -1,867	-15%	-$56.9K	0.03%	166
2025 Q2	$353K	Buy	12,101 +2,189	+22%	+$57.9K	0.04%	153
2025 Q1	$248K	Buy	+9,912	New	+$271K	0.03%	151

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Teamwork Financial Advisors's SCHG Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.6% in Q2 2026, buying an estimated $24.3K and bringing the position to 11,837 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #145.

Teamwork Financial Advisors first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Teamwork Financial Advisors held 11,837 shares of Schwab US Large-Cap Growth ETF worth $401K as of Q2 2026.
Teamwork Financial Advisors bought 733 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $24.3K.
Schwab US Large-Cap Growth ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #145 holding.
Teamwork Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.