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Adamsbrown Wealth Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Adamsbrown Wealth Consultants’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 		$368K Buy
10,873
+10
+0.1% +$331 0.07% 105
2026
Q1 		$316K Sell
10,863
-45
-0.4% -$1.4K 0.08% 98
2025
Q4 		$356K Buy
10,908
+66
+0.6% +$2.15K 0.1% 86
2025
Q3 		$346K Buy
10,842
+8
+0.1% +$244 0.1% 83
2025
Q2 		$316K Buy
10,834
+15
+0.1% +$397 0.09% 76
2025
Q1 		$271K Buy
10,819
+11
+0.1% +$301 0.09% 80
2024
Q4 		$301K Buy
10,808
+8
+0.1% +$219 0.1% 74
2024
Q3 		$281K Sell
10,800
-96
-0.9% -$2.42K 0.1% 74
2024
Q2 		$275K Sell
10,896
-1,980
-15% -$46.7K 0.11% 70
2024
Q1 		$298K Sell
12,876
-1,832
-12% -$40.5K 0.12% 59
2023
Q4 		$305K Buy
14,708
+156
+1% +$3.02K 0.13% 59
2023
Q3 		$265K Buy
14,552
+168
+1% +$3.16K 0.13% 62
2023
Q2 		$269K Buy
14,384
+124
+0.9% +$2.13K 0.14% 63
2023
Q1 		$232K Sell
14,260
-384
-3% -$5.83K 0.13% 63
2022
Q4 		$203K Sell
14,644
-4,512
-24% -$64.9K 0.12% 73
2022
Q3 		$267K Sell
19,156
-2,368
-11% -$37.1K 0.2% 64
2022
Q2 		$312K Buy
21,524
+1,836
+9% +$29.4K 0.25% 61
2022
Q1 		$368K Buy
19,688
+2,384
+14% +$43.5K 0.29% 60
2021
Q4 		$354K Buy
+17,304
New +$346K 0.32% 53

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Adamsbrown Wealth Consultants's SCHG Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.09% in Q2 2026, buying an estimated $331 and bringing the position to 10,873 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #105.

Adamsbrown Wealth Consultants first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $368K in Q1 2022. 487 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Adamsbrown Wealth Consultants held 10,873 shares of Schwab US Large-Cap Growth ETF worth $368K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 10 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $331.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #105 holding.
  • Adamsbrown Wealth Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Schwab US Large-Cap Growth ETF position peaked at $368K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.