BWM
SCHG icon

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

Boyd 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 		$5.19M Sell
153,363
-2,021
-1% -$67K 1.96% 12
2026
Q1 		$4.53M Buy
155,384
+2,800
+2% +$87K 1.91% 14
2025
Q4 		$4.98M Sell
152,584
-1,168
-0.8% -$38K 2.11% 13
2025
Q3 		$4.91M Sell
153,752
-8,503
-5% -$259K 2.11% 11
2025
Q2 		$4.74M Buy
162,255
+6,704
+4% +$177K 2.05% 11
2025
Q1 		$3.89M Buy
155,551
+18,170
+13% +$498K 1.94% 11
2024
Q4 		$3.83M Sell
137,381
-1,055
-0.8% -$28.9K 1.89% 12
2024
Q3 		$3.61M Sell
138,436
-376
-0.3% -$9.46K 1.83% 13
2024
Q2 		$3.5M Sell
138,812
-484
-0.3% -$11.4K 1.93% 13
2024
Q1 		$3.23M Buy
139,296
+72
+0.1% +$1.59K 1.84% 13
2023
Q4 		$2.89M Sell
139,224
-28,740
-17% -$556K 1.8% 14
2023
Q3 		$3.05M Sell
167,964
-5,824
-3% -$110K 2.05% 13
2023
Q2 		$3.26M Buy
173,788
+2,228
+1% +$38.2K 1.98% 15
2023
Q1 		$2.8M Buy
171,560
+10,344
+6% +$157K 1.94% 14
2022
Q4 		$2.24M Buy
161,216
+47,512
+42% +$683K 1.64% 15
2022
Q3 		$1.59M Buy
113,704
+44,740
+65% +$701K 1.27% 16
2022
Q2 		$1M Buy
68,964
+23,996
+53% +$384K 0.82% 18
2022
Q1 		$841K Buy
44,968
+2,072
+5% +$37.8K 0.63% 20
2021
Q4 		$878K Buy
+42,896
New +$857K 0.64% 22

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

Boyd Wealth Management's SCHG Position: Q2 2026 in Review

Boyd Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q2 2026, selling an estimated $67K and leaving 153,363 shares worth $5.19M. The position accounts for 1.96% of the portfolio, ranked #12.

Boyd Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Boyd Wealth Management held 153,363 shares of Schwab US Large-Cap Growth ETF worth $5.19M as of Q2 2026.
  • Boyd Wealth Management sold 2,021 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $67K.
  • Schwab US Large-Cap Growth ETF made up 1.96% of Boyd Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Boyd Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.