Aull & Monroe Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aull & Monroe 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	$269K	Buy	7,955 +66	+0.8%	+$2.19K	0.11%	110
2026 Q1	$230K	Buy	7,889 +557	+8%	+$17.3K	0.11%	118
2025 Q4	$239K	Buy	7,332 +516	+8%	+$16.8K	0.12%	113
2025 Q3	$217K	Buy	+6,816	New	+$208K	0.11%	120

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

Aull & Monroe Investment Management's SCHG Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.84% in Q2 2026, buying an estimated $2.19K and bringing the position to 7,955 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #110.

Aull & Monroe Investment Management first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Aull & Monroe Investment Management held 7,955 shares of Schwab US Large-Cap Growth ETF worth $269K as of Q2 2026.
Aull & Monroe Investment Management bought 66 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.19K.
Schwab US Large-Cap Growth ETF made up 0.11% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #110 holding.
Aull & Monroe Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.