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Abound Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Abound Wealth Management’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 		$110K Sell
3,254
-516
-14% -$17.1K 0.02% 149
2026
Q1 		$110K Buy
3,770
+1,849
+96% +$57.5K 0.03% 145
2025
Q4 		$62.7K Sell
1,921
-2,064
-52% -$67.1K 0.01% 197
2025
Q3 		$127K Buy
3,985
+2,023
+103% +$61.7K 0.03% 112
2025
Q2 		$57.3K Buy
1,962
+1,576
+408% +$41.7K 0.02% 188
2025
Q1 		$9.67K Sell
386
-32,820
-99% -$899K ﹤0.01% 409
2024
Q4 		$925K Buy
33,206
+234
+0.7% +$6.4K 0.3% 31
2024
Q3 		$859K Buy
32,972
+592
+2% +$14.9K 0.29% 30
2024
Q2 		$816K Buy
32,380
+552
+2% +$13K 0.3% 31
2024
Q1 		$738K Buy
31,828
+1,212
+4% +$26.8K 0.28% 30
2023
Q4 		$635K Buy
30,616
+616
+2% +$11.9K 0.25% 31
2023
Q3 		$545K Buy
30,000
+620
+2% +$11.7K 0.23% 32
2023
Q2 		$551K Buy
29,380
+8,112
+38% +$139K 0.23% 33
2023
Q1 		$347K Buy
21,268
+692
+3% +$10.5K 0.16% 38
2022
Q4 		$286K Buy
20,576
+704
+4% +$10.1K 0.14% 37
2022
Q3 		$277K Buy
19,872
+720
+4% +$11.3K 0.15% 37
2022
Q2 		$278K Buy
19,152
+2,172
+13% +$34.7K 0.15% 37
2022
Q1 		$318K Buy
16,980
+444
+3% +$8.1K 0.23% 33
2021
Q4 		$339K Buy
+16,536
New +$331K 0.27% 28

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Abound Wealth Management's SCHG Position: Q2 2026 in Review

Abound Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q2 2026, selling an estimated $17.1K and leaving 3,254 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #149.

Abound Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $925K in Q4 2024. 413 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Abound Wealth Management held 3,254 shares of Schwab US Large-Cap Growth ETF worth $110K as of Q2 2026.
  • Abound Wealth Management sold 516 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $17.1K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Abound Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $925K in Q4 2024.
  • 413 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.