Forefront Wealth Partners, LLC SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 2068112
As of 2026-06-30, Forefront Wealth Partners, LLC reported 148.90K SCHG (shares), valued at $5.04M, or 1.56% of its reported non-derivative portfolio. Filed 2026-08-20.
Verify history & sources →Shares increased 11.86%; reported value increased 29.94%, and weight changed -0.06 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 | 1.56% | 148,904 | SEC filing ↗Filed Aug 20, 2026 |
| Q1 2026 | 1.62% | 133,121 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 2.19% | 141,658 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 1.09% | 135,546 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 0.87% | 45,540 | SEC filing ↗Filed Aug 20, 2025 |
| Q1 2025 | 0.47% | 27,415 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 0.95% | 45,540 | SEC filing ↗Filed May 14, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 0.95% | 45,540 | $1.27M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 14, 2025 |
| Q1 2025 | 0.47% | 27,415 | $686.47K | Shares decreased 39.80%; reported value decreased 45.91%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 0.87% | 45,540 | $1.27M | Shares increased 66.11%; reported value increased 84.89%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 20, 2025 |
| Q3 2025 | 1.09% | 135,546 | $4.33M | Shares increased 197.64%; reported value increased 240.79%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 2.19% | 141,658 | $4.62M | Shares increased 4.51%; reported value increased 6.83%, and weight changed +1.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 1.62% | 133,121 | $3.88M | Shares decreased 6.03%; reported value decreased 16.08%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 1.56% | 148,904 | $5.04M | Shares increased 11.86%; reported value increased 29.94%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 20, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.