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Dynamic Advisor Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Dynamic Advisor 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 		$7.81M Buy
230,937
+56,904
+33% +$1.89M 0.22% 105
2026
Q1 		$5.07M Buy
174,033
+1,053
+0.6% +$32.7K 0.16% 145
2025
Q4 		$5.64M Sell
172,980
-3,535
-2% -$115K 0.18% 127
2025
Q3 		$5.63M Sell
176,515
-92,316
-34% -$2.81M 0.16% 143
2025
Q2 		$7.85M Sell
268,831
-91,400
-25% -$2.42M 0.24% 96
2025
Q1 		$9.02M Buy
+360,231
New +$9.87M 0.3% 82
2024
Q4 		– Sell
-318,420
Closed -$8.29M – 791
2024
Q3 		$8.29M Sell
318,420
-25,668
-7% -$646K 0.25% 95
2024
Q2 		$8.67M Buy
344,088
+8,948
+3% +$211K 0.27% 83
2024
Q1 		$7.77M Buy
335,140
+3,048
+0.9% +$67.4K 0.26% 94
2023
Q4 		$6.7M Buy
332,092
+6,624
+2% +$128K 0.25% 104
2023
Q3 		$5.92M Buy
325,468
+2,332
+0.7% +$43.9K 0.28% 98
2023
Q2 		$6.05M Buy
323,136
+6,872
+2% +$118K 0.31% 83
2023
Q1 		$5.15M Sell
316,264
-3,880
-1% -$58.9K 0.3% 87
2022
Q4 		$4.45M Buy
320,144
+24,580
+8% +$353K 0.3% 85
2022
Q3 		$4.12M Sell
295,564
-20,620
-7% -$323K 0.31% 75
2022
Q2 		$4.58M Buy
316,184
+41,888
+15% +$670K 0.35% 66
2022
Q1 		$5.13M Sell
274,296
-17,656
-6% -$322K 0.36% 64
2021
Q4 		$5.98M Sell
291,952
-2,384
-0.8% -$47.7K 0.43% 51
2021
Q3 		$5.45M Sell
294,336
-7,520
-2% -$143K 0.41% 54
2021
Q2 		$5.51M Sell
301,856
-69,880
-19% -$1.21M 0.44% 50
2021
Q1 		$6.03M Sell
371,736
-7,024
-2% -$114K 0.56% 35
2020
Q4 		$6.08M Buy
378,760
+56,408
+17% +$855K 0.57% 35
2020
Q3 		$4.64M Buy
322,352
+18,952
+6% +$264K 0.53% 35
2020
Q2 		$3.85M Buy
303,400
+110,472
+57% +$1.29M 0.52% 40
2020
Q1 		$1.92M Sell
192,928
-1,224
-0.6% -$14K 0.35% 80
2019
Q4 		$2.25M Buy
194,152
+136
+0.1% +$1.5K 0.31% 85
2019
Q3 		$2.04M Buy
194,016
+1,560
+0.8% +$16.4K 0.32% 81
2019
Q2 		$2M Buy
192,456
+3,968
+2% +$40.3K 0.32% 82
2019
Q1 		$1.87M Buy
188,488
+688
+0.4% +$6.51K 0.35% 79
2018
Q4 		$1.74M Buy
187,800
+16,152
+9% +$150K 0.37% 76
2018
Q3 		$1.76M Buy
171,648
+134,008
+356% +$1.33M 0.37% 86
2018
Q2 		$357K Buy
37,640
+9,360
+33% +$87.1K 0.08% 271
2018
Q1 		$253K Buy
+28,280
New +$261K 0.06% 289

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
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

Dynamic Advisor Solutions's SCHG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 33% in Q2 2026, buying an estimated $1.89M and bringing the position to 230,937 shares worth $7.81M. The position accounts for 0.22% of the portfolio, ranked #105.

Dynamic Advisor Solutions first reported a position in SCHG in Q1 2018 and has held it in 33 quarters since. The position peaked at $9.02M in Q1 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Dynamic Advisor Solutions held 230,937 shares of Schwab US Large-Cap Growth ETF worth $7.81M as of Q2 2026.
  • Dynamic Advisor Solutions bought 56,904 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.89M.
  • Schwab US Large-Cap Growth ETF made up 0.22% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #105 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's Schwab US Large-Cap Growth ETF position peaked at $9.02M in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.