Brandywine Oak Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brandywine Oak Private Wealth’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	$4.66M	Buy	137,636 +3,660	+3%	+$121K	0.35%	35
2026 Q1	$3.9M	Sell	133,976 -480	-0.4%	-$14.9K	0.33%	38
2025 Q4	$4.39M	Buy	134,456 +1,211	+0.9%	+$39.4K	0.37%	35
2025 Q3	$4.25M	Buy	133,245 +4,988	+4%	+$152K	0.37%	35
2025 Q2	$3.75M	Buy	128,257 +787	+0.6%	+$20.8K	0.35%	40
2025 Q1	$3.19M	Sell	127,470 -3,800	-3%	-$104K	0.31%	44
2024 Q4	$3.66M	Buy	131,270 +2	+0%	+$55	0.36%	40
2024 Q3	$3.42M	Sell	131,268 -100	-0.1%	-$2.52K	0.33%	41
2024 Q2	$3.31M	Hold	131,368	–	–	0.34%	41
2024 Q1	$3.05M	Buy	131,368 +4	+0%	+$88	0.32%	45
2023 Q4	$2.72M	Buy	131,364 +1,104	+0.8%	+$21.4K	0.3%	46
2023 Q3	$2.37M	Buy	130,260 +4	+0%	+$75	0.28%	52
2023 Q2	$2.44M	Buy	130,256 +4	+0%	+$69	0.27%	54
2023 Q1	$2.12M	Sell	130,252 -19,484	-13%	-$296K	0.25%	60
2022 Q4	$2.08M	Buy	149,736 +131,392	+716%	+$1.89M	0.26%	59
2022 Q3	$255K	Buy	+18,344	New	+$287K	0.03%	231
2019 Q1	–	Sell	-432	Closed	-$3K	–	544
2018 Q4	$3K	Buy	+432	New	+$4.02K	﹤0.01%	623

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

Brandywine Oak Private Wealth's SCHG Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q2 2026, buying an estimated $121K and bringing the position to 137,636 shares worth $4.66M. The position accounts for 0.35% of the portfolio, ranked #35.

Brandywine Oak Private Wealth first reported a position in SCHG in Q4 2018 and has held it in 17 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Brandywine Oak Private Wealth held 137,636 shares of Schwab US Large-Cap Growth ETF worth $4.66M as of Q2 2026.
Brandywine Oak Private Wealth bought 3,660 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $121K.
Schwab US Large-Cap Growth ETF made up 0.35% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #35 holding.
Brandywine Oak Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 17 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.