Ashton Thomas Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ashton Thomas Private Wealth’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	$628K	Sell	18,548 -5,117	-22%	-$170K	0.01%	706
2026 Q1	$689K	Sell	23,665 -827	-3%	-$25.7K	0.02%	642
2025 Q4	$799K	Sell	24,492 -1,036	-4%	-$33.7K	0.02%	545
2025 Q3	$815K	Buy	25,528 +3,034	+13%	+$92.5K	0.02%	520
2025 Q2	$657K	Buy	22,494 +2,079	+10%	+$55K	0.02%	509
2025 Q1	$511K	Buy	20,415 +511	+3%	+$14K	0.02%	543
2024 Q4	$555K	Buy	19,904 +5,400	+37%	+$148K	0.02%	513
2024 Q3	$378K	Buy	14,504 +6,472	+81%	+$163K	0.02%	476
2024 Q2	$202K	Sell	8,032 -72,340	-90%	-$1.71M	0.01%	565
2024 Q1	$1.86M	Sell	80,372 -38,440	-32%	-$850K	0.11%	213
2023 Q4	$2.46M	Buy	118,812 +101,420	+583%	+$1.96M	0.15%	171
2023 Q3	$316K	Buy	+17,392	New	+$327K	0.02%	468

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ashton Thomas Private Wealth's SCHG Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q2 2026, selling an estimated $170K and leaving 18,548 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #706.

Ashton Thomas Private Wealth first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.46M in Q4 2023. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ashton Thomas Private Wealth held 18,548 shares of Schwab US Large-Cap Growth ETF worth $628K as of Q2 2026.
Ashton Thomas Private Wealth sold 5,117 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $170K.
Schwab US Large-Cap Growth ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #706 holding.
Ashton Thomas Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Ashton Thomas Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $2.46M in Q4 2023.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.