Strategic Family Wealth Counselors, L.L.C. SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 1729755
As of 2026-06-30, Strategic Family Wealth Counselors, L.L.C. reported 540.64K SCHG (shares), valued at $18.30M, or 4.26% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 2.56%; reported value increased 19.15%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.26% | 540,636 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.03% | 527,127 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 3.77% | 531,813 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 4.29% | 522,260 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 4.36% | 524,314 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 4.08% | 500,522 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 4.54% | 500,031 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 4.54% | 124,666 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 4.80% | 125,112 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 4.48% | 122,255 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 4.09% | 117,585 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.09% | 117,585 | $9.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 4.48% | 122,255 | $11.34M | Shares increased 3.97%; reported value increased 16.20%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 4.80% | 125,112 | $12.62M | Shares increased 2.34%; reported value increased 11.30%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 4.54% | 124,666 | $12.99M | Shares decreased 0.36%; reported value increased 2.94%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 4.54% | 500,031 | $13.94M | Shares increased 301.10%; reported value increased 7.30%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 4.08% | 500,522 | $12.53M | Shares increased 0.10%; reported value decreased 10.07%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 4.36% | 524,314 | $15.32M | Shares increased 4.75%; reported value increased 22.20%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 4.29% | 522,260 | $16.67M | Shares decreased 0.39%; reported value increased 8.82%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.77% | 531,813 | $16.80M | Shares increased 1.83%; reported value increased 0.81%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 4.03% | 527,127 | $15.36M | Shares decreased 0.88%; reported value decreased 8.60%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 4.26% | 540,636 | $18.30M | Shares increased 2.56%; reported value increased 19.15%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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