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Aspen Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aspen Investment 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 		$605K Buy
17,885
+17
+0.1% +$563 0.16% 125
2026
Q1 		$520K Buy
17,868
+22
+0.1% +$684 0.16% 131
2025
Q4 		$582K Sell
17,846
-390
-2% -$12.7K 0.18% 121
2025
Q3 		$582K Buy
18,236
+10
+0.1% +$305 0.22% 101
2025
Q2 		$532K Buy
18,226
+10
+0.1% +$264 0.22% 101
2025
Q1 		$456K Buy
18,216
+6,233
+52% +$171K 0.21% 105
2024
Q4 		$334K Buy
11,983
+11
+0.1% +$301 0.16% 120
2024
Q3 		$312K Buy
11,972
+24
+0.2% +$604 0.15% 127
2024
Q2 		$301K Buy
11,948
+1,864
+18% +$44K 0.15% 126
2024
Q1 		$234K Buy
10,084
+12
+0.1% +$265 0.12% 145
2023
Q4 		$209K Buy
+10,072
New +$195K 0.12% 137
2023
Q3 		– Sell
-13,648
Closed -$256K – 147
2023
Q2 		$256K Buy
13,648
+12
+0.1% +$206 0.15% 119
2023
Q1 		$222K Buy
+13,636
New +$207K 0.14% 121
2022
Q4 		– Sell
-15,012
Closed -$209K – 130
2022
Q3 		$209K Buy
15,012
+16
+0.1% +$251 0.14% 127
2022
Q2 		$217K Buy
14,996
+12
+0.1% +$192 0.14% 132
2022
Q1 		$280K Buy
14,984
+8
+0.1% +$146 0.15% 124
2021
Q4 		$307K Buy
14,976
+16
+0.1% +$320 0.15% 124
2021
Q3 		$277K Buy
14,960
+8
+0.1% +$152 0.15% 122
2021
Q2 		$273K Buy
14,952
+8
+0.1% +$138 0.14% 131
2021
Q1 		$242K Buy
14,944
+16
+0.1% +$260 0.13% 133
2020
Q4 		$240K Buy
14,928
+16
+0.1% +$243 0.14% 125
2020
Q3 		$215K Buy
+14,912
New +$208K 0.14% 118

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
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
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Aspen Investment Management's SCHG Position: Q2 2026 in Review

Aspen Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.1% in Q2 2026, buying an estimated $563 and bringing the position to 17,885 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #125.

Aspen Investment Management first reported a position in SCHG in Q3 2020 and has held it in 22 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Aspen Investment Management held 17,885 shares of Schwab US Large-Cap Growth ETF worth $605K as of Q2 2026.
  • Aspen Investment Management bought 17 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $563.
  • Schwab US Large-Cap Growth ETF made up 0.16% of Aspen Investment Management's portfolio in Q2 2026, its #125 holding.
  • Aspen Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • 622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.