Empirical Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Empirical Wealth Management’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	$4.12M	Buy	121,666 +13,621	+13%	+$451K	0.06%	182
2026 Q1	$3.15M	Buy	108,045 +2,669	+3%	+$83K	0.05%	198
2025 Q4	$3.44M	Sell	105,376 -4,406	-4%	-$143K	0.06%	182
2025 Q3	$3.5M	Sell	109,782 -248	-0.2%	-$7.56K	0.07%	170
2025 Q2	$3.21M	Buy	110,030 +29,231	+36%	+$773K	0.07%	170
2025 Q1	$2.02M	Sell	80,799 -848	-1%	-$23.2K	0.05%	210
2024 Q4	$2.28M	Buy	81,647 +4,451	+6%	+$122K	0.06%	182
2024 Q3	$2.01M	Sell	77,196 -3,016	-4%	-$75.9K	0.06%	191
2024 Q2	$2.02M	Buy	80,212 +780	+1%	+$18.4K	0.06%	182
2024 Q1	$1.84M	Buy	79,432 +42,484	+115%	+$940K	0.06%	185
2023 Q4	$766K	Sell	36,948 -6,168	-14%	-$119K	0.03%	266
2023 Q3	$784K	Buy	43,116 +8,304	+24%	+$156K	0.03%	250
2023 Q2	$652K	Buy	34,812 +5,344	+18%	+$91.6K	0.03%	271
2023 Q1	$480K	Sell	29,468 -4,908	-14%	-$74.5K	0.02%	326
2022 Q4	$478K	Sell	34,376 -18,252	-35%	-$262K	0.02%	316
2022 Q3	$734K	Buy	52,628 +644	+1%	+$10.1K	0.04%	233
2022 Q2	$754K	Buy	51,984 +27,480	+112%	+$439K	0.04%	239
2022 Q1	$458K	Buy	24,504 +3,920	+19%	+$71.5K	0.02%	343
2021 Q4	$421K	Buy	20,584 +6,392	+45%	+$128K	0.02%	372
2021 Q3	$263K	Sell	14,192 -520	-4%	-$9.91K	0.02%	394
2021 Q2	$268K	Buy	+14,712	New	+$255K	0.02%	387
2021 Q1	–	Sell	-16,208	Closed	-$260K	–	418
2020 Q4	$260K	Sell	16,208 -35,992	-69%	-$546K	0.02%	315
2020 Q3	$752K	Buy	52,200 +64	+0.1%	+$892	0.06%	164
2020 Q2	$662K	Sell	52,136 -280	-0.5%	-$3.27K	0.06%	172
2020 Q1	$522K	Sell	52,416 -2,936	-5%	-$33.5K	0.06%	179
2019 Q4	$643K	Buy	55,352 +5,496	+11%	+$60.6K	0.07%	162
2019 Q3	$524K	Buy	49,856 +23,592	+90%	+$249K	0.06%	168
2019 Q2	$273K	Buy	26,264 +832	+3%	+$8.46K	0.04%	214
2019 Q1	$252K	Buy	25,432 +1,928	+8%	+$18.2K	0.04%	200
2018 Q4	$203K	Sell	23,504 -3,024	-11%	-$28.2K	0.03%	190
2018 Q3	$272K	Buy	+26,528	New	+$264K	0.05%	171

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

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

Empirical Wealth Management's SCHG Position: Q2 2026 in Review

Empirical Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, buying an estimated $451K and bringing the position to 121,666 shares worth $4.12M. The position accounts for 0.06% of the portfolio, ranked #182.

Empirical Wealth Management first reported a position in SCHG in Q3 2018 and has held it in 31 quarters since. 409 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Empirical Wealth Management held 121,666 shares of Schwab US Large-Cap Growth ETF worth $4.12M as of Q2 2026.
Empirical Wealth Management bought 13,621 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $451K.
Schwab US Large-Cap Growth ETF made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #182 holding.
Empirical Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
409 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.