Atlas Brown’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atlas Brown’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	$359K	Buy	10,605 +11	+0.1%	+$365	0.1%	178
2026 Q1	$309K	Buy	10,594 +14	+0.1%	+$435	0.09%	178
2025 Q4	$345K	Buy	10,580 +10	+0.1%	+$325	0.1%	169
2025 Q3	$337K	Buy	10,570 +60	+0.6%	+$1.83K	0.1%	171
2025 Q2	$307K	Buy	10,510 +10	+0.1%	+$264	0.1%	176
2025 Q1	$263K	Buy	10,500 +12	+0.1%	+$329	0.09%	178
2024 Q4	$292K	Buy	10,488 +12	+0.1%	+$328	0.1%	171
2024 Q3	$273K	Buy	10,476 +20	+0.2%	+$503	0.09%	176
2024 Q2	$264K	Hold	10,456	–	–	0.09%	176
2024 Q1	$242K	Buy	10,456 +16	+0.2%	+$354	0.09%	182
2023 Q4	$217K	Buy	+10,440	New	+$202K	0.09%	180

Other funds holding SCHG

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return