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TFR Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TFR Capital’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 		$2.88M Buy
85,060
+2,214
+3% +$73.4K 0.81% 33
2026
Q1 		$2.41M Sell
82,846
-1,224
-1% -$38K 0.74% 37
2025
Q4 		$2.74M Buy
84,070
+1,822
+2% +$59.3K 0.91% 24
2025
Q3 		$2.62M Buy
82,248
+896
+1% +$27.3K 0.88% 26
2025
Q2 		$2.38M Buy
81,352
+3,181
+4% +$84.1K 0.86% 29
2025
Q1 		$1.96M Sell
78,171
-13,340
-15% -$365K 0.81% 39
2024
Q4 		$2.55M Buy
+91,511
New +$2.5M 1.27% 22

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

TFR Capital's SCHG Position: Q2 2026 in Review

TFR Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q2 2026, buying an estimated $73.4K and bringing the position to 85,060 shares worth $2.88M. The position accounts for 0.81% of the portfolio, ranked #33.

TFR Capital first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • TFR Capital held 85,060 shares of Schwab US Large-Cap Growth ETF worth $2.88M as of Q2 2026.
  • TFR Capital bought 2,214 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $73.4K.
  • Schwab US Large-Cap Growth ETF made up 0.81% of TFR Capital's portfolio in Q2 2026, its #33 holding.
  • TFR Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.