DB Fitzpatrick & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

DB Fitzpatrick & Co’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	$6.33K	Hold	187	–	–	0.01%	71
2026 Q1	$5.45K	Buy	187 +46	+33%	+$1.43K	﹤0.01%	74
2025 Q4	$4.6K	Hold	141	–	–	﹤0.01%	75
2025 Q3	$4.5K	Hold	141	–	–	﹤0.01%	79
2025 Q2	$4.12K	Hold	141	–	–	﹤0.01%	82
2025 Q1	$3.53K	Buy	+141	New	+$3.86K	﹤0.01%	80

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

DB Fitzpatrick & Co's SCHG Position: Q2 2026 in Review

DB Fitzpatrick & Co held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 187 shares worth $6.33K. The position accounts for 0.01% of the portfolio, ranked #71.

DB Fitzpatrick & Co first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

DB Fitzpatrick & Co held 187 shares of Schwab US Large-Cap Growth ETF worth $6.33K as of Q2 2026.
DB Fitzpatrick & Co left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #71 holding.
DB Fitzpatrick & Co first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
336 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.