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

Asset One 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	$2.41M	Buy	69,102 +6,009	+10%	+$199K	0.25%	103
2026 Q1	$2.04M	Buy	63,093 +5,851	+10%	+$182K	0.23%	113
2025 Q4	$1.84M	Buy	+57,242	New	+$1.86M	0.25%	104

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Asset One Wealth Management's SCHG Position: Q2 2026 in Review

Asset One Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.5% in Q2 2026, buying an estimated $199K and bringing the position to 69,102 shares worth $2.41M. The position accounts for 0.25% of the portfolio, ranked #103.

Asset One Wealth Management first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Asset One Wealth Management held 69,102 shares of Schwab US Large-Cap Growth ETF worth $2.41M as of Q2 2026.
Asset One Wealth Management bought 6,009 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $199K.
Schwab US Large-Cap Growth ETF made up 0.25% of Asset One Wealth Management's portfolio in Q2 2026, its #103 holding.
Asset One Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.