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

Courier 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 		$406K Hold
11,995
– – 0.02% 315
2026
Q1 		$349K Sell
11,995
-2,105
-15% -$65.4K 0.02% 314
2025
Q4 		$460K Hold
14,100
– – 0.03% 275
2025
Q3 		$450K Hold
14,100
– – 0.03% 284
2025
Q2 		$412K Hold
14,100
– – 0.03% 298
2025
Q1 		$353K Hold
14,100
– – 0.02% 299
2024
Q4 		$393K Hold
14,100
– – 0.03% 287
2024
Q3 		$367K Buy
+14,100
New +$355K 0.03% 279
2024
Q2 		– Sell
-14,100
Closed -$327K – 354
2024
Q1 		$327K Sell
14,100
-1,900
-12% -$42K 0.02% 289
2023
Q4 		$332K Hold
16,000
– – 0.03% 283
2023
Q3 		$291K Hold
16,000
– – 0.02% 292
2023
Q2 		$300K Buy
+16,000
New +$274K 0.02% 303

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

Courier Capital's SCHG Position: Q2 2026 in Review

Courier Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 11,995 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #315.

Courier Capital first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $460K in Q4 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Courier Capital held 11,995 shares of Schwab US Large-Cap Growth ETF worth $406K as of Q2 2026.
  • Courier Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Courier Capital's portfolio in Q2 2026, its #315 holding.
  • Courier Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Courier Capital's Schwab US Large-Cap Growth ETF position peaked at $460K in Q4 2025.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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