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

Buck Wealth Strategies’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	$2.71K	Buy	+80	New	+$2.65K	﹤0.01%	819

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Buck Wealth Strategies's SCHG Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 80 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

1,255 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Buck Wealth Strategies held 80 shares of Schwab US Large-Cap Growth ETF worth $2.71K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Buck Wealth Strategies position in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #819 holding.
1,255 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.