Chesley Taft & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Chesley Taft & Associates’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	$2.31M	Hold	68,218	–	–	0.09%	154
2026 Q1	$1.99M	Buy	68,218 +15	+0%	+$466	0.08%	160
2025 Q4	$2.22M	Hold	68,203	–	–	0.09%	152
2025 Q3	$2.18M	Hold	68,203	–	–	0.09%	150
2025 Q2	$1.99M	Sell	68,203 -1,200	-2%	-$31.7K	0.09%	150
2025 Q1	$1.74M	Buy	+69,403	New	+$1.9M	0.08%	155

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Chesley Taft & Associates's SCHG Position: Q2 2026 in Review

Chesley Taft & Associates held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 68,218 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #154.

Chesley Taft & Associates first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Chesley Taft & Associates held 68,218 shares of Schwab US Large-Cap Growth ETF worth $2.31M as of Q2 2026.
Chesley Taft & Associates left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.09% of Chesley Taft & Associates's portfolio in Q2 2026, its #154 holding.
Chesley Taft & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
404 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.