Barnes Dennig Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Barnes Dennig Private 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	$8.66K	Hold	256	–	–	0.01%	250
2026 Q1	$7.46K	Hold	256	–	–	0.01%	256
2025 Q4	$8.35K	Hold	256	–	–	0.01%	258
2025 Q3	$8.17K	Hold	256	–	–	0.01%	237
2025 Q2	$7.48K	Hold	256	–	–	0.01%	226
2025 Q1	$6.41K	Buy	+256	New	+$7.01K	0.01%	155

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

Barnes Dennig Private Wealth Management's SCHG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 256 shares worth $8.66K. The position accounts for 0.01% of the portfolio, ranked #250.

Barnes Dennig Private Wealth Management first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Barnes Dennig Private Wealth Management held 256 shares of Schwab US Large-Cap Growth ETF worth $8.66K as of Q2 2026.
Barnes Dennig Private Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #250 holding.
Barnes Dennig Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.