Atwood & Palmer’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atwood & Palmer’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	$28K	Buy	828 +62	+8%	+$2.06K	﹤0.01%	297
2026 Q1	$22.3K	Buy	766 +1	+0.1%	+$31	﹤0.01%	313
2025 Q4	$25K	Hold	765	–	–	﹤0.01%	302
2025 Q3	$24.4K	Buy	765 +1	+0.1%	+$30	﹤0.01%	316
2025 Q2	$22.3K	Buy	+764	New	+$20.2K	﹤0.01%	316
2022 Q1	–	Sell	-8,000	Closed	-$164K	–	460
2021 Q4	$164K	Buy	8,000 +2,400	+43%	+$48K	0.01%	157
2021 Q3	$104K	Buy	+5,600	New	+$107K	0.01%	184
2021 Q2	–	Sell	-5,888	Closed	-$96K	–	445
2021 Q1	$96K	Buy	+5,888	New	+$95.8K	0.01%	183
2016 Q1	–	Sell	-1,184	Closed	-$8K	–	375
2015 Q4	$8K	Buy	+1,184	New	+$7.9K	﹤0.01%	335

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

Atwood & Palmer's SCHG Position: Q2 2026 in Review

Atwood & Palmer increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.1% in Q2 2026, buying an estimated $2.06K and bringing the position to 828 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Atwood & Palmer first reported a position in SCHG in Q4 2015 and has held it in 9 quarters since. The position peaked at $164K in Q4 2021. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Atwood & Palmer held 828 shares of Schwab US Large-Cap Growth ETF worth $28K as of Q2 2026.
Atwood & Palmer bought 62 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.06K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #297 holding.
Atwood & Palmer first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 9 quarters since.
Atwood & Palmer's Schwab US Large-Cap Growth ETF position peaked at $164K in Q4 2021.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.