DWS
SCHG icon

Discipline Wealth Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Discipline Wealth Solutions’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 		– Sell
-7,461
Closed -$217K – 208
2026
Q1 		$217K Buy
+7,461
New +$232K 0.02% 185

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Discipline Wealth Solutions's SCHG Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 7,461 shares — an estimated $217K sold.

Discipline Wealth Solutions first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Discipline Wealth Solutions reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 7,461 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $217K.
  • Discipline Wealth Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Discipline Wealth Solutions's Schwab US Large-Cap Growth ETF position peaked at $217K in Q1 2026.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.