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Valley Forge Investment Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Valley Forge Investment Consultants’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 		$2.64M Buy
77,903
+3,826
+5% +$127K 0.68% 17
2026
Q1 		$2.16M Sell
74,077
-5,065
-6% -$157K 0.65% 17
2025
Q4 		$2.58M Sell
79,142
-1,436
-2% -$46.7K 0.75% 15
2025
Q3 		$2.57M Buy
80,578
+7,302
+10% +$223K 0.75% 14
2025
Q2 		$2.14M Sell
73,276
-821
-1% -$21.7K 0.69% 15
2025
Q1 		$1.86M Buy
74,097
+18,650
+34% +$511K 0.66% 18
2024
Q4 		$1.55M Sell
55,447
-12,793
-19% -$350K 0.53% 23
2024
Q3 		$1.78M Sell
68,240
-144
-0.2% -$3.62K 0.62% 20
2024
Q2 		$1.72M Sell
68,384
-152
-0.2% -$3.59K 0.65% 19
2024
Q1 		$1.59M Sell
68,536
-30,064
-30% -$665K 0.62% 19
2023
Q4 		$2.04M Sell
98,600
-492
-0.5% -$9.52K 0.91% 13
2023
Q3 		$1.8M Sell
99,092
-1,616
-2% -$30.4K 0.82% 18
2023
Q2 		$1.89M Sell
100,708
-1,316
-1% -$22.6K 0.93% 17
2023
Q1 		$1.66M Sell
102,024
-708
-0.7% -$10.7K 0.86% 18
2022
Q4 		$1.43M Sell
102,732
-27,020
-21% -$388K 0.75% 18
2022
Q3 		$1.81M Buy
129,752
+880
+0.7% +$13.8K 0.99% 15
2022
Q2 		$1.87M Sell
128,872
-276
-0.2% -$4.41K 0.93% 15
2022
Q1 		$2.42M Sell
129,148
-1,500
-1% -$27.4K 1% 16
2021
Q4 		$2.67M Sell
130,648
-14,232
-10% -$284K 1.18% 14
2021
Q3 		$2.68M Buy
144,880
+7,120
+5% +$136K 1.44% 14
2021
Q2 		$2.51M Buy
137,760
+87,624
+175% +$1.52M 1.36% 16
2021
Q1 		$813K Buy
50,136
+11,024
+28% +$179K 0.56% 30
2020
Q4 		$628K Buy
+39,112
New +$593K 0.55% 33

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

Valley Forge Investment Consultants's SCHG Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q2 2026, buying an estimated $127K and bringing the position to 77,903 shares worth $2.64M. The position accounts for 0.68% of the portfolio, ranked #17.

Valley Forge Investment Consultants first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.68M in Q3 2021. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Valley Forge Investment Consultants held 77,903 shares of Schwab US Large-Cap Growth ETF worth $2.64M as of Q2 2026.
  • Valley Forge Investment Consultants bought 3,826 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $127K.
  • Schwab US Large-Cap Growth ETF made up 0.68% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #17 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Valley Forge Investment Consultants's Schwab US Large-Cap Growth ETF position peaked at $2.68M in Q3 2021.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.