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American Money Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

American Money 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 		$381K Buy
11,249
+11
+0.1% +$365 0.05% 124
2026
Q1 		$327K Buy
11,238
+14
+0.1% +$435 0.05% 128
2025
Q4 		$366K Buy
11,224
+19
+0.2% +$618 0.06% 118
2025
Q3 		$358K Buy
11,205
+11
+0.1% +$335 0.06% 116
2025
Q2 		$327K Buy
11,194
+11
+0.1% +$291 0.06% 116
2025
Q1 		$280K Buy
11,183
+12
+0.1% +$329 0.05% 117
2024
Q4 		$311K Buy
11,171
+11
+0.1% +$301 0.06% 114
2024
Q3 		$291K Sell
11,160
-16
-0.1% -$403 0.06% 120
2024
Q2 		$282K Sell
11,176
-3,160
-22% -$74.5K 0.06% 119
2024
Q1 		$332K Sell
14,336
-1,684
-11% -$37.2K 0.07% 114
2023
Q4 		$332K Buy
16,020
+16
+0.1% +$309 0.07% 109
2023
Q3 		$291K Buy
16,004
+12
+0.1% +$226 0.07% 110
2023
Q2 		$300K Buy
15,992
+16
+0.1% +$274 0.07% 112
2023
Q1 		$260K Buy
15,976
+16
+0.1% +$243 0.07% 118
2022
Q4 		$222K Buy
15,960
+16
+0.1% +$230 0.06% 126
2022
Q3 		$222K Buy
15,944
+16
+0.1% +$251 0.07% 123
2022
Q2 		$231K Buy
15,928
+12
+0.1% +$192 0.07% 125
2022
Q1 		$298K Sell
15,916
-6,220
-28% -$113K 0.08% 119
2021
Q4 		$453K Sell
22,136
-16
-0.1% -$320 0.12% 102
2021
Q3 		$410K Buy
22,152
+88
+0.4% +$1.68K 0.12% 106
2021
Q2 		$403K Sell
22,064
-584
-3% -$10.1K 0.14% 69
2021
Q1 		$367K Buy
22,648
+24
+0.1% +$391 0.14% 73
2020
Q4 		$363K Sell
22,624
-1,328
-6% -$20.1K 0.14% 67
2020
Q3 		$345K Sell
23,952
-848
-3% -$11.8K 0.16% 61
2020
Q2 		$315K Buy
+24,800
New +$289K 0.15% 62

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

American Money Management's SCHG Position: Q2 2026 in Review

American Money Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.1% in Q2 2026, buying an estimated $365 and bringing the position to 11,249 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #124.

American Money Management first reported a position in SCHG in Q2 2020 and has held it in 25 quarters since. The position peaked at $453K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • American Money Management held 11,249 shares of Schwab US Large-Cap Growth ETF worth $381K as of Q2 2026.
  • American Money Management bought 11 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $365.
  • Schwab US Large-Cap Growth ETF made up 0.05% of American Money Management's portfolio in Q2 2026, its #124 holding.
  • American Money Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • American Money Management's Schwab US Large-Cap Growth ETF position peaked at $453K in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.