Barlow Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Barlow Wealth Partners’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	$660K	Buy	19,284 +3,740	+24%	+$124K	0.07%	76
2026 Q1	$507K	Hold	15,544	–	–	0.06%	84
2025 Q4	$511K	Hold	15,544	–	–	0.06%	82
2025 Q3	$498K	Hold	15,544	–	–	0.06%	82
2025 Q2	$453K	Hold	15,544	–	–	0.05%	84
2025 Q1	$393K	Hold	15,544	–	–	0.05%	88
2024 Q4	$438K	Hold	15,544	–	–	0.06%	87
2024 Q3	$400K	Hold	15,544	–	–	0.05%	97
2024 Q2	$382K	Buy	+15,544	New	+$367K	0.05%	97

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

Barlow Wealth Partners's SCHG Position: Q2 2026 in Review

Barlow Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 24% in Q2 2026, buying an estimated $124K and bringing the position to 19,284 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #76.

Barlow Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Barlow Wealth Partners held 19,284 shares of Schwab US Large-Cap Growth ETF worth $660K as of Q2 2026.
Barlow Wealth Partners bought 3,740 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $124K.
Schwab US Large-Cap Growth ETF made up 0.07% of Barlow Wealth Partners's portfolio in Q2 2026, its #76 holding.
Barlow Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.