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

Bravera 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 		$13M Buy
383,079
+40,609
+12% +$1.35M 4.97% 2
2026
Q1 		$9.98M Buy
342,470
+48,247
+16% +$1.5M 4.49% 2
2025
Q4 		$9.6M Buy
+294,223
New +$9.57M 4.81% 2

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

Bravera Wealth's SCHG Position: Q2 2026 in Review

Bravera Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, buying an estimated $1.35M and bringing the position to 383,079 shares worth $13M. The position accounts for 4.97% of the portfolio, ranked #2.

Bravera Wealth first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Bravera Wealth held 383,079 shares of Schwab US Large-Cap Growth ETF worth $13M as of Q2 2026.
  • Bravera Wealth bought 40,609 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.35M.
  • Schwab US Large-Cap Growth ETF made up 4.97% of Bravera Wealth's portfolio in Q2 2026, its #2 holding.
  • Bravera Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.