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

Victory 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	$806K	Sell	23,805 -1,076	-4%	-$35.7K	0.08%	157
2026 Q1	$725K	Sell	24,881 -2,669	-10%	-$83K	0.09%	152
2025 Q4	$899K	Buy	27,550 +8,431	+44%	+$274K	0.11%	124
2025 Q3	$610K	Buy	19,119 +835	+5%	+$25.4K	0.08%	130
2025 Q2	$534K	Buy	+18,284	New	+$483K	0.08%	121

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

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

Victory Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.3% in Q2 2026, selling an estimated $35.7K and leaving 23,805 shares worth $806K. The position accounts for 0.08% of the portfolio, ranked #157.

Victory Financial Group first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $899K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Victory Financial Group held 23,805 shares of Schwab US Large-Cap Growth ETF worth $806K as of Q2 2026.
Victory Financial Group sold 1,076 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $35.7K.
Schwab US Large-Cap Growth ETF made up 0.08% of Victory Financial Group's portfolio in Q2 2026, its #157 holding.
Victory Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Victory Financial Group's Schwab US Large-Cap Growth ETF position peaked at $899K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.