BWG
SCHG icon

Boomfish Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Boomfish Wealth Group’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 		$265K Buy
+7,834
New +$260K 0.12% 87
2025
Q1 		– Sell
-8,060
Closed -$225K – 89
2024
Q4 		$225K Buy
+8,060
New +$220K 0.14% 87

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Boomfish Wealth Group's SCHG Position: Q2 2026 in Review

Boomfish Wealth Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 7,834 shares worth $265K. The stake represents 0.12% of the portfolio and ranks #87 among its holdings. This is a return to the name: Boomfish Wealth Group previously reported a position in SCHG as recently as Q4 2024.

Boomfish Wealth Group first reported a position in SCHG in Q4 2024 and has held it in 2 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Boomfish Wealth Group held 7,834 shares of Schwab US Large-Cap Growth ETF worth $265K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Boomfish Wealth Group position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Boomfish Wealth Group's portfolio in Q2 2026, its #87 holding.
  • Boomfish Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.