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Accredited Investors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Accredited Investors’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 		$1.98M Buy
58,451
+4,523
+8% +$150K 0.09% 77
2026
Q1 		$1.57M Buy
53,928
+8,335
+18% +$259K 0.08% 81
2025
Q4 		$1.49M Sell
45,593
-114
-0.2% -$3.71K 0.08% 84
2025
Q3 		$1.46M Buy
45,707
+1
+0% +$30 0.08% 78
2025
Q2 		$1.34M Buy
45,706
+1
+0% +$26 0.08% 82
2025
Q1 		$1.14M Buy
45,705
+1
+0% +$27 0.07% 84
2024
Q4 		$1.27M Sell
45,704
-176
-0.4% -$4.81K 0.07% 80
2024
Q3 		$1.19M Buy
45,880
+1,136
+3% +$28.6K 0.07% 88
2024
Q2 		$1.13M Buy
44,744
+2,636
+6% +$62.2K 0.07% 83
2024
Q1 		$976K Hold
42,108
– – 0.06% 93
2023
Q4 		$873K Hold
42,108
– – 0.06% 92
2023
Q3 		$766K Hold
42,108
– – 0.06% 91
2023
Q2 		$789K Hold
42,108
– – 0.06% 88
2023
Q1 		$686K Sell
42,108
-200
-0.5% -$3.04K 0.05% 92
2022
Q4 		$588K Buy
42,308
+200
+0.5% +$2.88K 0.05% 93
2022
Q3 		$588K Sell
42,108
-10,848
-20% -$170K 0.07% 89
2022
Q2 		$768K Buy
52,956
+7,084
+15% +$113K 0.09% 81
2022
Q1 		$858K Buy
45,872
+23,552
+106% +$430K 0.08% 85
2021
Q4 		$457K Hold
22,320
– – 0.04% 119
2021
Q3 		$413K Hold
22,320
– – 0.04% 117
2021
Q2 		$407K Hold
22,320
– – 0.04% 116
2021
Q1 		$362K Hold
22,320
– – 0.05% 117
2020
Q4 		$358K Hold
22,320
– – 0.06% 108
2020
Q3 		$321K Sell
22,320
-18,200
-45% -$254K 0.07% 105
2020
Q2 		$514K Hold
40,520
– – 0.1% 84
2020
Q1 		$403K Buy
+40,520
New +$462K 0.09% 92

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accredited Investors's SCHG Position: Q2 2026 in Review

Accredited Investors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.4% in Q2 2026, buying an estimated $150K and bringing the position to 58,451 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #77.

Accredited Investors first reported a position in SCHG in Q1 2020 and has held it in 26 quarters since. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Accredited Investors held 58,451 shares of Schwab US Large-Cap Growth ETF worth $1.98M as of Q2 2026.
  • Accredited Investors bought 4,523 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $150K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Accredited Investors's portfolio in Q2 2026, its #77 holding.
  • Accredited Investors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.