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

DiNuzzo 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 		$65.2K Hold
1,927
– – 0.01% 125
2026
Q1 		$56.1K Hold
1,927
– – 0.01% 126
2025
Q4 		$62.9K Hold
1,927
– – 0.01% 126
2025
Q3 		$58.8K Buy
1,927
+75
+4% +$2.29K 0.01% 122
2025
Q2 		$54.1K Hold
1,852
– – 0.01% 127
2025
Q1 		$46.4K Hold
1,852
– – 0.01% 126
2024
Q4 		$51.6K Hold
1,852
– – 0.01% 122
2024
Q3 		$48.2K Hold
1,852
– – 0.01% 131
2024
Q2 		$46.7K Hold
1,852
– – 0.01% 102
2024
Q1 		$42.9K Hold
1,852
– – 0.01% 101
2023
Q4 		$38.4K Buy
+1,852
New +$35.8K 0.01% 104

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

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

DiNuzzo Private Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,927 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #125.

DiNuzzo Private Wealth first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • DiNuzzo Private Wealth held 1,927 shares of Schwab US Large-Cap Growth ETF worth $65.2K as of Q2 2026.
  • DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's portfolio in Q2 2026, its #125 holding.
  • DiNuzzo Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.