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

Brown 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 		$5.36M Sell
158,482
-2,501
-2% -$82.9K 1.2% 23
2026
Q1 		$4.69M Buy
160,983
+4,951
+3% +$154K 1.2% 23
2025
Q4 		$5.09M Buy
156,032
+3,688
+2% +$120K 1.34% 22
2025
Q3 		$4.86M Sell
152,344
-1,933
-1% -$58.9K 1.37% 20
2025
Q2 		$4.51M Buy
154,277
+46,134
+43% +$1.22M 1.4% 19
2025
Q1 		$2.71M Buy
108,143
+2,537
+2% +$69.5K 0.93% 26
2024
Q4 		$2.94M Sell
105,606
-1,182
-1% -$32.3K 1.04% 25
2024
Q3 		$2.78M Sell
106,788
-6,232
-6% -$157K 1% 23
2024
Q2 		$2.85M Sell
113,020
-52
-0% -$1.23K 1.15% 21
2024
Q1 		$2.62M Sell
113,072
-804
-0.7% -$17.8K 1.08% 23
2023
Q4 		$2.36M Sell
113,876
-380
-0.3% -$7.35K 1.05% 23
2023
Q3 		$2.08M Sell
114,256
-25,272
-18% -$476K 0.99% 25
2023
Q2 		$2.61M Buy
+139,528
New +$2.39M 1.35% 22

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brown Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, selling an estimated $82.9K and leaving 158,482 shares worth $5.36M. The position accounts for 1.2% of the portfolio, ranked #23.

Brown Wealth Management first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Brown Wealth Management held 158,482 shares of Schwab US Large-Cap Growth ETF worth $5.36M as of Q2 2026.
  • Brown Wealth Management sold 2,501 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $82.9K.
  • Schwab US Large-Cap Growth ETF made up 1.2% of Brown Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Brown Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.