Bulwark Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bulwark Capital’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	$1.27M	Sell	37,571 -2,026	-5%	-$67.1K	0.72%	28
2026 Q1	$1.15M	Buy	39,597 +5,525	+16%	+$172K	0.71%	28
2025 Q4	$1.11M	Buy	34,072 +964	+3%	+$31.4K	0.79%	25
2025 Q3	$1.06M	Buy	33,108 +3,200	+11%	+$97.5K	0.82%	28
2025 Q2	$874K	Buy	+29,908	New	+$791K	0.74%	30

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bulwark Capital's SCHG Position: Q2 2026 in Review

Bulwark Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.1% in Q2 2026, selling an estimated $67.1K and leaving 37,571 shares worth $1.27M. The position accounts for 0.72% of the portfolio, ranked #28.

Bulwark Capital first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bulwark Capital held 37,571 shares of Schwab US Large-Cap Growth ETF worth $1.27M as of Q2 2026.
Bulwark Capital sold 2,026 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $67.1K.
Schwab US Large-Cap Growth ETF made up 0.72% of Bulwark Capital's portfolio in Q2 2026, its #28 holding.
Bulwark Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
445 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.