Core Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Core Wealth Partners’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	$934K	Buy	27,596 +9	+0%	+$298	0.4%	61
2026 Q1	$804K	Buy	27,587 +5,912	+27%	+$184K	0.37%	64
2025 Q4	$707K	Buy	21,675 +4,313	+25%	+$140K	0.32%	68
2025 Q3	$554K	Buy	17,362 +2	+0%	+$61	0.25%	80
2025 Q2	$507K	Buy	17,360 +2	+0%	+$53	0.26%	85
2025 Q1	$435K	Buy	17,358 +678	+4%	+$18.6K	0.25%	92
2024 Q4	$465K	Buy	16,680 +1,920	+13%	+$52.5K	0.27%	86
2024 Q3	$384K	Buy	+14,760	New	+$371K	0.23%	97

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

Core Wealth Partners's SCHG Position: Q2 2026 in Review

Core Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, buying an estimated $298 and bringing the position to 27,596 shares worth $934K. The position accounts for 0.4% of the portfolio, ranked #61.

Core Wealth Partners first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 444 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Core Wealth Partners held 27,596 shares of Schwab US Large-Cap Growth ETF worth $934K as of Q2 2026.
Core Wealth Partners bought 9 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $298.
Schwab US Large-Cap Growth ETF made up 0.4% of Core Wealth Partners's portfolio in Q2 2026, its #61 holding.
Core Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
444 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.