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Cove Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cove Private Wealth’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 		$271K Buy
+8,000
New +$265K 0.05% 189

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cove Private Wealth's SCHG Position: Q2 2026 in Review

Cove Private Wealth opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 8,000 shares worth $271K. The stake represents 0.05% of the portfolio and ranks #189 among its holdings.

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

  • Cove Private Wealth held 8,000 shares of Schwab US Large-Cap Growth ETF worth $271K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Cove Private Wealth position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Cove Private Wealth's portfolio in Q2 2026, its #189 holding.
  • 846 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.