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

Brickley 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	$565K	Buy	16,687 +1,077	+7%	+$35.7K	0.08%	43
2026 Q1	$455K	Buy	15,610 +305	+2%	+$9.48K	0.08%	41
2025 Q4	$499K	Buy	15,305 +1,098	+8%	+$35.7K	0.08%	38
2025 Q3	$453K	Sell	14,207 -270	-2%	-$8.23K	0.08%	36
2025 Q2	$423K	Buy	14,477 +1,076	+8%	+$28.4K	0.08%	36
2025 Q1	$336K	Buy	13,401 +1,810	+16%	+$49.6K	0.07%	39
2024 Q4	$323K	Buy	11,591 +1,439	+14%	+$39.4K	0.07%	38
2024 Q3	$264K	Buy	10,152 +96	+1%	+$2.42K	0.05%	39
2024 Q2	$253K	Buy	10,056 +20	+0.2%	+$472	0.06%	41
2024 Q1	$233K	Sell	10,036 -688	-6%	-$15.2K	0.05%	43
2023 Q4	$222K	Sell	10,724 -444	-4%	-$8.59K	0.05%	42
2023 Q3	$203K	Buy	11,168 +128	+1%	+$2.41K	0.05%	40
2023 Q2	$207K	Buy	+11,040	New	+$189K	0.05%	41

Other funds holding SCHG

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return