Baker Tilly Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Baker Tilly 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	$443K	Sell	13,098 -275	-2%	-$9.11K	0.09%	180
2026 Q1	$390K	Sell	13,373 -332	-2%	-$10.3K	0.09%	181
2025 Q4	$447K	Buy	13,705 +14	+0.1%	+$455	0.11%	172
2025 Q3	$437K	Buy	13,691 +12	+0.1%	+$366	0.1%	165
2025 Q2	$400K	Buy	13,679 +13	+0.1%	+$344	0.14%	153
2025 Q1	$342K	Buy	13,666 +16	+0.1%	+$438	0.13%	167
2024 Q4	$380K	Sell	13,650 -114	-0.8%	-$3.12K	0.15%	154
2024 Q3	$358K	Buy	13,764 +268	+2%	+$6.74K	0.16%	156
2024 Q2	$340K	Hold	13,496	–	–	0.14%	175
2024 Q1	$313K	Hold	13,496	–	–	0.06%	336
2023 Q4	$280K	Buy	+13,496	New	+$261K	0.05%	396

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Baker Tilly Wealth Management's SCHG Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q2 2026, selling an estimated $9.11K and leaving 13,098 shares worth $443K. The position accounts for 0.09% of the portfolio, ranked #180.

Baker Tilly Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q4 2025. 417 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Baker Tilly Wealth Management held 13,098 shares of Schwab US Large-Cap Growth ETF worth $443K as of Q2 2026.
Baker Tilly Wealth Management sold 275 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.11K.
Schwab US Large-Cap Growth ETF made up 0.09% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #180 holding.
Baker Tilly Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Baker Tilly Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $447K in Q4 2025.
417 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.