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Allen Capital Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Allen Capital Group’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 		$4.11M Buy
121,529
+20,353
+20% +$674K 0.33% 63
2026
Q1 		$2.95M Buy
101,176
+4,240
+4% +$132K 0.26% 79
2025
Q4 		$3.16M Buy
96,936
+7,223
+8% +$235K 0.29% 77
2025
Q3 		$2.86M Buy
89,713
+9,780
+12% +$298K 0.27% 82
2025
Q2 		$2.33M Buy
79,933
+5,320
+7% +$141K 0.24% 84
2025
Q1 		$1.87M Buy
74,613
+238
+0.3% +$6.52K 0.21% 85
2024
Q4 		$2.07M Sell
74,375
-7,625
-9% -$209K 0.25% 78
2024
Q3 		$2.14M Buy
82,000
+644
+0.8% +$16.2K 0.26% 72
2024
Q2 		$2.05M Buy
81,356
+9,308
+13% +$220K 0.28% 70
2024
Q1 		$1.67M Sell
72,048
-5,512
-7% -$122K 0.24% 74
2023
Q4 		$1.61M Buy
77,560
+7,924
+11% +$153K 0.25% 70
2023
Q3 		$1.28M Buy
69,636
+9,444
+16% +$178K 0.23% 72
2023
Q2 		$1.13M Buy
60,192
+9,448
+19% +$162K 0.19% 83
2023
Q1 		$827K Buy
+50,744
New +$770K 0.15% 94
2022
Q4 		– Sell
-59,852
Closed -$835K – 138
2022
Q3 		$835K Buy
59,852
+10,144
+20% +$159K 0.19% 87
2022
Q2 		$721K Buy
49,708
+19,932
+67% +$319K 0.15% 96
2022
Q1 		$557K Buy
29,776
+1,168
+4% +$21.3K 0.11% 101
2021
Q4 		$586K Sell
28,608
-496
-2% -$9.91K 0.09% 99
2021
Q3 		$539K Sell
29,104
-112
-0.4% -$2.13K 0.11% 95
2021
Q2 		$533K Sell
29,216
-928
-3% -$16.1K 0.11% 99
2021
Q1 		$489K Sell
30,144
-13,264
-31% -$216K 0.11% 101
2020
Q4 		$697K Sell
43,408
-2,504
-5% -$38K 0.17% 88
2020
Q3 		$701K Sell
45,912
-2,656
-5% -$37K 0.18% 84
2020
Q2 		$616K Sell
48,568
-232
-0.5% -$2.71K 0.16% 82
2020
Q1 		$486K Sell
48,800
-4,696
-9% -$53.6K 0.15% 83
2019
Q4 		$621K Sell
53,496
-5,088
-9% -$56.1K 0.16% 90
2019
Q3 		$611K Sell
58,584
-118,800
-67% -$1.25M 0.19% 84
2019
Q2 		$1.84M Sell
177,384
-8,296
-4% -$84.3K 0.6% 40
2019
Q1 		$1.84M Sell
185,680
-44,264
-19% -$419K 0.61% 38
2018
Q4 		$2.13M Buy
229,944
+45,688
+25% +$426K 0.75% 32
2018
Q3 		$1.89M Sell
184,256
-9,856
-5% -$98.2K 0.63% 41
2018
Q2 		$1.84M Buy
194,112
+136,040
+234% +$1.27M 0.68% 35
2018
Q1 		$521K Buy
58,072
+10,696
+23% +$98.6K 0.2% 74
2017
Q4 		$419K Buy
+47,376
New +$407K 0.18% 78

Other funds holding SCHG

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Allen Capital Group's SCHG Position: Q2 2026 in Review

Allen Capital Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q2 2026, buying an estimated $674K and bringing the position to 121,529 shares worth $4.11M. The position accounts for 0.33% of the portfolio, ranked #63.

Allen Capital Group first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. 677 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Allen Capital Group held 121,529 shares of Schwab US Large-Cap Growth ETF worth $4.11M as of Q2 2026.
  • Allen Capital Group bought 20,353 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $674K.
  • Schwab US Large-Cap Growth ETF made up 0.33% of Allen Capital Group's portfolio in Q2 2026, its #63 holding.
  • Allen Capital Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.