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Boston Standard Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Boston Standard 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 		$227K Buy
+6,644
New +$220K 0.03% 53

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MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
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Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Boston Standard Wealth Management's SCHG Position: Q2 2026 in Review

Boston Standard Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,644 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #53 among its holdings.

883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Boston Standard Wealth Management held 6,644 shares of Schwab US Large-Cap Growth ETF worth $227K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Boston Standard Wealth Management position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Boston Standard Wealth Management's portfolio in Q2 2026, its #53 holding.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.