Appleton Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Appleton Partners’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	$2.34M	Buy	69,224 +198	+0.3%	+$6.56K	0.14%	105
2026 Q1	$2.01M	Hold	69,026	–	–	0.14%	108
2025 Q4	$2.25M	Sell	69,026 -300	-0.4%	-$9.76K	0.15%	105
2025 Q3	$2.21M	Sell	69,326 -4,505	-6%	-$137K	0.15%	111
2025 Q2	$2.16M	Sell	73,831 -1,065	-1%	-$28.2K	0.15%	108
2025 Q1	$1.88M	Buy	74,896 +5,577	+8%	+$153K	0.14%	109
2024 Q4	$1.93M	Buy	69,319 +1,755	+3%	+$48K	0.14%	109
2024 Q3	$1.76M	Sell	67,564 -100	-0.1%	-$2.52K	0.13%	110
2024 Q2	$1.71M	Sell	67,664 -1,680	-2%	-$39.6K	0.13%	110
2024 Q1	$1.61M	Sell	69,344 -1,400	-2%	-$31K	0.12%	114
2023 Q4	$1.47M	Sell	70,744 -700	-1%	-$13.5K	0.12%	118
2023 Q3	$1.3M	Sell	71,444 -1,360	-2%	-$25.6K	0.12%	120
2023 Q2	$1.36M	Hold	72,804	–	–	0.12%	126
2023 Q1	$1.19M	Hold	72,804	–	–	0.11%	141
2022 Q4	$1.01M	Buy	72,804 +58,400	+405%	+$840K	0.1%	149
2022 Q3	$201K	Sell	14,404 -2,164	-13%	-$33.9K	0.02%	289
2022 Q2	$240K	Sell	16,568 -6,748	-29%	-$108K	0.02%	271
2022 Q1	$436K	Buy	23,316 +13,500	+138%	+$246K	0.04%	229
2021 Q4	$201K	Sell	9,816 -1,120	-10%	-$22.4K	0.02%	307
2021 Q3	$202K	Buy	+10,936	New	+$208K	0.02%	289

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Appleton Partners's SCHG Position: Q2 2026 in Review

Appleton Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.29% in Q2 2026, buying an estimated $6.56K and bringing the position to 69,224 shares worth $2.34M. The position accounts for 0.14% of the portfolio, ranked #105.

Appleton Partners first reported a position in SCHG in Q3 2021 and has held it in 20 quarters since. 422 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Appleton Partners held 69,224 shares of Schwab US Large-Cap Growth ETF worth $2.34M as of Q2 2026.
Appleton Partners bought 198 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.56K.
Schwab US Large-Cap Growth ETF made up 0.14% of Appleton Partners's portfolio in Q2 2026, its #105 holding.
Appleton Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
422 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.