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

Bishop & Co 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 		$8.4M Sell
248,193
-1,091
-0.4% -$36.2K 2.59% 11
2026
Q1 		$7.26M Sell
249,284
-50,304
-17% -$1.56M 2.49% 11
2025
Q4 		$9.77M Sell
299,588
-9,650
-3% -$314K 3.24% 11
2025
Q3 		$9.87M Sell
309,238
-8,763
-3% -$267K 3.3% 11
2025
Q2 		$9.29M Buy
318,001
+112,596
+55% +$2.98M 3.34% 11
2025
Q1 		$5.14M Buy
205,405
+196,365
+2,172% +$5.38M 1.99% 12
2024
Q4 		$252K Sell
9,040
-92
-1% -$2.52K 0.1% 24
2024
Q3 		$238K Hold
9,132
– – 0.09% 25
2024
Q2 		$230K Hold
9,132
– – 0.14% 23
2024
Q1 		$212K Buy
+9,132
New +$202K 0.09% 25
2023
Q3 		– Sell
-1,055,596
Closed -$3.52M – 24
2023
Q2 		$3.52M Buy
1,055,596
+1,040,560
+6,920% +$17.8M 0.16% 21
2023
Q1 		$245K Sell
15,036
-276
-2% -$4.19K 0.11% 24
2022
Q4 		$213K Sell
15,312
-15,920
-51% -$229K 0.1% 24
2022
Q3 		$436K Sell
31,232
-1,088
-3% -$17K 0.23% 20
2022
Q2 		$469K Buy
+32,320
New +$517K 0.23% 21

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

Bishop & Co Investment Management's SCHG Position: Q2 2026 in Review

Bishop & Co Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.44% in Q2 2026, selling an estimated $36.2K and leaving 248,193 shares worth $8.4M. The position accounts for 2.59% of the portfolio, ranked #11.

Bishop & Co Investment Management first reported a position in SCHG in Q2 2022 and has held it in 15 quarters since. The position peaked at $9.87M in Q3 2025. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Bishop & Co Investment Management held 248,193 shares of Schwab US Large-Cap Growth ETF worth $8.4M as of Q2 2026.
  • Bishop & Co Investment Management sold 1,091 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $36.2K.
  • Schwab US Large-Cap Growth ETF made up 2.59% of Bishop & Co Investment Management's portfolio in Q2 2026, its #11 holding.
  • Bishop & Co Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 15 quarters since.
  • Bishop & Co Investment Management's Schwab US Large-Cap Growth ETF position peaked at $9.87M in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bishop & Co Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.