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

Bullock 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	$1.71M	Sell	50,204 -2,006	-4%	-$66.5K	0.74%	23
2026 Q1	$1.54M	Buy	52,210 +123	+0.2%	+$3.82K	0.77%	23
2025 Q4	$1.7M	Sell	52,087 -202	-0.4%	-$6.57K	0.83%	25
2025 Q3	$1.68M	Buy	52,289 +20,398	+64%	+$622K	0.83%	20
2025 Q2	$922K	Sell	31,891 -223	-0.7%	-$5.9K	0.49%	48
2025 Q1	$811K	Buy	32,114 +802	+3%	+$22K	0.45%	47
2024 Q4	$873K	Sell	31,312 -1,060	-3%	-$29K	0.51%	43
2024 Q3	$831K	Sell	32,372 -2,964	-8%	-$74.6K	0.5%	47
2024 Q2	$898K	Sell	35,336 -644	-2%	-$15.2K	0.59%	31
2024 Q1	$835K	Buy	+35,980	New	+$796K	0.56%	38

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bullock Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.8% in Q2 2026, selling an estimated $66.5K and leaving 50,204 shares worth $1.71M. The position accounts for 0.74% of the portfolio, ranked #23.

Bullock Wealth Management first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bullock Wealth Management held 50,204 shares of Schwab US Large-Cap Growth ETF worth $1.71M as of Q2 2026.
Bullock Wealth Management sold 2,006 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $66.5K.
Schwab US Large-Cap Growth ETF made up 0.74% of Bullock Wealth Management's portfolio in Q2 2026, its #23 holding.
Bullock Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.