Zynergy Retirement Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Zynergy Retirement Planning’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	$523K	Buy	15,444 +194	+1%	+$6.43K	0.28%	18
2026 Q1	$444K	Sell	15,250 -1,477	-9%	-$45.9K	0.27%	18
2025 Q4	$546K	Sell	16,727 -848	-5%	-$27.6K	0.34%	15
2025 Q3	$561K	Sell	17,575 -89	-0.5%	-$2.71K	0.35%	15
2025 Q2	$516K	Sell	17,664 -5,831	-25%	-$154K	0.35%	15
2025 Q1	$655K	Buy	23,495 +17,385	+285%	+$476K	0.46%	13
2024 Q4	$637K	Sell	6,110 -18,330	-75%	-$501K	0.45%	15
2024 Q3	$637K	Sell	24,440 -2,196	-8%	-$55.3K	0.45%	15
2024 Q2	$671K	Buy	+26,636	New	+$628K	0.51%	13

Other funds holding SCHG

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Zynergy Retirement Planning's SCHG Position: Q2 2026 in Review

Zynergy Retirement Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q2 2026, buying an estimated $6.43K and bringing the position to 15,444 shares worth $523K. The position accounts for 0.28% of the portfolio, ranked #18.

Zynergy Retirement Planning first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $671K in Q2 2024. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Zynergy Retirement Planning held 15,444 shares of Schwab US Large-Cap Growth ETF worth $523K as of Q2 2026.
Zynergy Retirement Planning bought 194 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.43K.
Schwab US Large-Cap Growth ETF made up 0.28% of Zynergy Retirement Planning's portfolio in Q2 2026, its #18 holding.
Zynergy Retirement Planning first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Zynergy Retirement Planning's Schwab US Large-Cap Growth ETF position peaked at $671K in Q2 2024.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.