Agate Pass Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Agate Pass Investment 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	$302K	Buy	+8,925	New	+$296K	0.11%	90

Other funds holding SCHG

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

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

Agate Pass Investment Management's SCHG Position: Q2 2026 in Review

Agate Pass Investment Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 8,925 shares worth $302K. The stake represents 0.11% of the portfolio and ranks #90 among its holdings.

560 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Agate Pass Investment Management held 8,925 shares of Schwab US Large-Cap Growth ETF worth $302K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Agate Pass Investment Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.11% of Agate Pass Investment Management's portfolio in Q2 2026, its #90 holding.
560 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.