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

Tull 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	$491K	Buy	14,495 +234	+2%	+$7.75K	0.19%	19
2026 Q1	$415K	Sell	14,261 -649	-4%	-$20.2K	0.19%	20
2025 Q4	$486K	Buy	14,910 +4,000	+37%	+$130K	0.21%	20
2025 Q3	$348K	Buy	10,910 +519	+5%	+$15.8K	0.15%	20
2025 Q2	$304K	Buy	+10,391	New	+$275K	0.14%	24
2025 Q1	–	Sell	-7,560	Closed	-$211K	–	28
2024 Q4	$211K	Buy	+7,560	New	+$207K	0.13%	26

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

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

Tull Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, buying an estimated $7.75K and bringing the position to 14,495 shares worth $491K. The position accounts for 0.19% of the portfolio, ranked #19.

Tull Financial Group first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Tull Financial Group held 14,495 shares of Schwab US Large-Cap Growth ETF worth $491K as of Q2 2026.
Tull Financial Group bought 234 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.75K.
Schwab US Large-Cap Growth ETF made up 0.19% of Tull Financial Group's portfolio in Q2 2026, its #19 holding.
Tull Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Tull Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.