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

Coastwise Capital Group’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 		$348K Sell
10,296
-1,590
-13% -$52.7K 0.2% 98
2026
Q1 		$346K Sell
11,886
-275
-2% -$8.55K 0.19% 97
2025
Q4 		$397K Sell
12,161
-13
-0.1% -$423 0.2% 96
2025
Q3 		$388K Buy
12,174
+11
+0.1% +$335 0.27% 81
2025
Q2 		$355K Sell
12,163
-42
-0.3% -$1.11K 0.28% 77
2025
Q1 		$306K Buy
12,205
+4,044
+50% +$111K 0.26% 91
2024
Q4 		$227K Sell
8,161
-107
-1% -$2.93K 0.18% 114
2024
Q3 		$215K Buy
+8,268
New +$208K 0.18% 121
2024
Q2 		– Sell
-10,928
Closed -$253K – 124
2024
Q1 		$253K Sell
10,928
-2,004
-15% -$44.3K 0.23% 100
2023
Q4 		$268K Sell
12,932
-2,388
-16% -$46.2K 0.27% 88
2023
Q3 		$279K Buy
15,320
+248
+2% +$4.67K 0.32% 87
2023
Q2 		$282K Sell
15,072
-3,156
-17% -$54.1K 0.32% 85
2023
Q1 		$297K Sell
18,228
-2,264
-11% -$34.4K 0.34% 83
2022
Q4 		$285K Buy
20,492
+3,876
+23% +$55.7K 0.34% 85
2022
Q3 		$232K Buy
16,616
+176
+1% +$2.76K 0.37% 83
2022
Q2 		$238K Buy
16,440
+896
+6% +$14.3K 0.29% 90
2022
Q1 		$291K Buy
+15,544
New +$283K 0.36% 78

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Coastwise Capital Group's SCHG Position: Q2 2026 in Review

Coastwise Capital Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, selling an estimated $52.7K and leaving 10,296 shares worth $348K. The position accounts for 0.2% of the portfolio, ranked #98.

Coastwise Capital Group first reported a position in SCHG in Q1 2022 and has held it in 17 quarters since. The position peaked at $397K in Q4 2025. 438 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Coastwise Capital Group held 10,296 shares of Schwab US Large-Cap Growth ETF worth $348K as of Q2 2026.
  • Coastwise Capital Group sold 1,590 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $52.7K.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Coastwise Capital Group's portfolio in Q2 2026, its #98 holding.
  • Coastwise Capital Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Coastwise Capital Group's Schwab US Large-Cap Growth ETF position peaked at $397K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.