Aspiriant LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aspiriant LLC’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	$754K	Buy	22,267 +210	+1%	+$6.96K	0.02%	202
2026 Q1	$643K	Sell	22,057 -15,641	-41%	-$486K	0.02%	190
2025 Q4	$1.23M	Buy	37,698 +7,050	+23%	+$229K	0.04%	147
2025 Q3	$978K	Buy	30,648 +14,476	+90%	+$441K	0.03%	149
2025 Q2	$472K	Sell	16,172 -1	-0%	-$26	0.02%	204
2025 Q1	$405K	Sell	16,173 -7,230	-31%	-$198K	0.01%	205
2024 Q4	$652K	Buy	23,403 +8,211	+54%	+$225K	0.02%	173
2024 Q3	$396K	Buy	+15,192	New	+$382K	0.02%	206

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspiriant LLC's SCHG Position: Q2 2026 in Review

Aspiriant LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.95% in Q2 2026, buying an estimated $6.96K and bringing the position to 22,267 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #202.

Aspiriant LLC first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Aspiriant LLC held 22,267 shares of Schwab US Large-Cap Growth ETF worth $754K as of Q2 2026.
Aspiriant LLC bought 210 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.96K.
Schwab US Large-Cap Growth ETF made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #202 holding.
Aspiriant LLC first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Aspiriant LLC's Schwab US Large-Cap Growth ETF position peaked at $1.23M in Q4 2025.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.