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Copper Harbor Investment Advisors, LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$10.7M Buy
+314,910
New +$10.4M 2.26% 14

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

Copper Harbor Investment Advisors, LLC's SCHG Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 314,910 shares worth $10.7M. The stake represents 2.26% of the portfolio and ranks #14 among its holdings.

622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 314,910 shares of Schwab US Large-Cap Growth ETF worth $10.7M as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 2.26% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #14 holding.
  • 622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.