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

Activest 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	$101K	Buy	2,989 +2,239	+299%	+$74.2K	0.02%	188
2026 Q1	$21.8K	Buy	750 +2	+0.3%	+$62	﹤0.01%	505
2025 Q4	$24.4K	Buy	+748	New	+$24.3K	﹤0.01%	459
2022 Q1	–	Sell	-192	Closed	-$4K	–	368
2021 Q4	$4K	Hold	192	–	–	﹤0.01%	272
2021 Q3	$4K	Sell	192 -88	-31%	-$1.68K	﹤0.01%	306
2021 Q2	$5K	Sell	280 -8	-3%	-$138	﹤0.01%	265
2021 Q1	$5K	Buy	+288	New	+$4.69K	﹤0.01%	240

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

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

Activest Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 299% in Q2 2026, buying an estimated $74.2K and bringing the position to 2,989 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #188.

Activest Wealth Management first reported a position in SCHG in Q1 2021 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Activest Wealth Management held 2,989 shares of Schwab US Large-Cap Growth ETF worth $101K as of Q2 2026.
Activest Wealth Management bought 2,239 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $74.2K.
Schwab US Large-Cap Growth ETF made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #188 holding.
Activest Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.