Arista Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Arista Wealth 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	$15.6M	Buy	460,164 +138,635	+43%	+$4.59M	1.68%	13
2026 Q1	$9.37M	Buy	321,529 +271,038	+537%	+$8.43M	1.14%	15
2025 Q4	$1.65M	Buy	50,491 +79	+0.2%	+$2.57K	0.2%	60
2025 Q3	$1.61M	Hold	50,412	–	–	0.2%	66
2025 Q2	$1.47M	Buy	50,412 +41,790	+485%	+$1.1M	0.2%	67
2025 Q1	$216K	Buy	8,622 +614	+8%	+$16.8K	0.05%	64
2024 Q4	$223K	Hold	8,008	–	–	0.05%	64
2024 Q3	$209K	Hold	8,008	–	–	0.05%	69
2024 Q2	$202K	Buy	+8,008	New	+$189K	0.05%	63

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

Arista Wealth Management's SCHG Position: Q2 2026 in Review

Arista Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 43% in Q2 2026, buying an estimated $4.59M and bringing the position to 460,164 shares worth $15.6M. The position accounts for 1.68% of the portfolio, ranked #13.

Arista Wealth Management first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Arista Wealth Management held 460,164 shares of Schwab US Large-Cap Growth ETF worth $15.6M as of Q2 2026.
Arista Wealth Management bought 138,635 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.59M.
Schwab US Large-Cap Growth ETF made up 1.68% of Arista Wealth Management's portfolio in Q2 2026, its #13 holding.
Arista Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
393 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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