CWA Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CWA Asset Management 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	$397K	Buy	11,741 +1,483	+14%	+$49.1K	0.01%	537
2026 Q1	$299K	Buy	10,258 +3,364	+49%	+$105K	0.01%	563
2025 Q4	$225K	Sell	6,894 -50	-0.7%	-$1.63K	0.01%	598
2025 Q3	$222K	Buy	+6,944	New	+$212K	0.01%	621

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

CWA Asset Management Group's SCHG Position: Q2 2026 in Review

CWA Asset Management Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q2 2026, buying an estimated $49.1K and bringing the position to 11,741 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #537.

CWA Asset Management Group first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

CWA Asset Management Group held 11,741 shares of Schwab US Large-Cap Growth ETF worth $397K as of Q2 2026.
CWA Asset Management Group bought 1,483 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $49.1K.
Schwab US Large-Cap Growth ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #537 holding.
CWA Asset Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.