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

Zhang Financial’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 		$875K Buy
25,860
+8,715
+51% +$289K 0.03% 211
2026
Q1 		$499K Buy
17,145
+12
+0.1% +$373 0.02% 248
2025
Q4 		$559K Buy
17,133
+15
+0.1% +$488 0.02% 214
2025
Q3 		$546K Buy
17,118
+14
+0.1% +$427 0.02% 205
2025
Q2 		$500K Buy
17,104
+1,057
+7% +$27.9K 0.02% 203
2025
Q1 		$402K Hold
16,047
– – 0.02% 219
2024
Q4 		$447K Buy
+16,047
New +$439K 0.03% 207

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

Zhang Financial's SCHG Position: Q2 2026 in Review

Zhang Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 51% in Q2 2026, buying an estimated $289K and bringing the position to 25,860 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #211.

Zhang Financial first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Zhang Financial held 25,860 shares of Schwab US Large-Cap Growth ETF worth $875K as of Q2 2026.
  • Zhang Financial bought 8,715 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $289K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #211 holding.
  • Zhang Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.