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TS Financial Group (TSFG)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TS Financial Group (TSFG)’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 		$118K Hold
3,493
– – 0.01% 257
2026
Q1 		$102K Hold
3,493
– – 0.02% 250
2025
Q4 		$114K Sell
3,493
-515
-13% -$16.8K 0.02% 232
2025
Q3 		$128K Hold
4,008
– – 0.02% 221
2025
Q2 		$117K Hold
4,008
– – 0.02% 216
2025
Q1 		$100K Buy
4,008
+2,808
+234% +$76.9K 0.02% 224
2024
Q4 		$33K Hold
1,200
– – 0.01% 343
2024
Q3 		$31K Hold
1,200
– – 0.01% 349
2024
Q2 		$30K Hold
1,200
– – 0.01% 334
2024
Q1 		$28K Hold
1,200
– – 0.01% 342
2023
Q4 		$25K Sell
1,200
-888
-43% -$17.2K 0.01% 367
2023
Q3 		$38K Buy
2,088
+1,200
+135% +$22.6K 0.01% 329
2023
Q2 		$17K Buy
888
+4
+0.5% +$69 0.01% 435
2023
Q1 		$14K Hold
884
– – 0.01% 469
2022
Q4 		$12K Hold
884
– – ﹤0.01% 502
2022
Q3 		$12K Buy
884
+4
+0.5% +$63 0.01% 486
2022
Q2 		$13K Hold
880
– – 0.01% 487
2022
Q1 		$16K Buy
+880
New +$16K 0.01% 465

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TS Financial Group (TSFG)'s SCHG Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 3,493 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #257.

TS Financial Group (TSFG) first reported a position in SCHG in Q1 2022 and has held it in 18 quarters since. The position peaked at $128K in Q3 2025. 793 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • TS Financial Group (TSFG) held 3,493 shares of Schwab US Large-Cap Growth ETF worth $118K as of Q2 2026.
  • TS Financial Group (TSFG) left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #257 holding.
  • TS Financial Group (TSFG) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • TS Financial Group (TSFG)'s Schwab US Large-Cap Growth ETF position peaked at $128K in Q3 2025.
  • 793 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.