Toth Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Toth Financial Advisory’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	$126K	Buy	3,732 +456	+14%	+$15.1K	0.01%	272
2026 Q1	$95.4K	Buy	3,276 +8	+0.2%	+$249	0.01%	283
2025 Q4	$107K	Buy	3,268 +254	+8%	+$8.26K	0.01%	259
2025 Q3	$96.2K	Buy	3,014 +54	+2%	+$1.65K	0.01%	271
2025 Q2	$86.5K	Buy	2,960 +64	+2%	+$1.69K	0.01%	256
2025 Q1	$72.5K	Sell	2,896 -190	-6%	-$5.2K	0.01%	261
2024 Q4	$86K	Buy	3,086 +26	+0.8%	+$711	0.01%	254
2024 Q3	$79.7K	Buy	3,060 +48	+2%	+$1.21K	0.01%	250
2024 Q2	$76K	Sell	3,012 -848	-22%	-$20K	0.01%	259
2024 Q1	$89.4K	Buy	3,860 +48	+1%	+$1.06K	0.01%	247
2023 Q4	$79.1K	Sell	3,812 -408	-10%	-$7.89K	0.01%	257
2023 Q3	$76.7K	Sell	4,220 -5,516	-57%	-$104K	0.01%	232
2023 Q2	$182K	Buy	9,736 +8,680	+822%	+$149K	0.03%	200
2023 Q1	$17.2K	Buy	1,056 +268	+34%	+$4.07K	﹤0.01%	401
2022 Q4	$11K	Buy	788 +208	+36%	+$2.99K	﹤0.01%	434
2022 Q3	$8K	Buy	580 +352	+154%	+$5.51K	﹤0.01%	502
2022 Q2	$3K	Buy	+228	New	+$3.65K	﹤0.01%	571

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Toth Financial Advisory's SCHG Position: Q2 2026 in Review

Toth Financial Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,732 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #272.

Toth Financial Advisory first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. The position peaked at $182K in Q2 2023. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Toth Financial Advisory held 3,732 shares of Schwab US Large-Cap Growth ETF worth $126K as of Q2 2026.
Toth Financial Advisory bought 456 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.1K.
Schwab US Large-Cap Growth ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #272 holding.
Toth Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Toth Financial Advisory's Schwab US Large-Cap Growth ETF position peaked at $182K in Q2 2023.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.