Fifth Third Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fifth Third Wealth Advisors’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	$860K	Buy	25,422 +396	+2%	+$13.1K	0.02%	334
2026 Q1	$729K	Buy	+25,026	New	+$778K	0.02%	322
2025 Q4	–	Sell	-7,040	Closed	-$225K	–	831
2025 Q3	$225K	Sell	7,040 -3,635	-34%	-$111K	0.01%	694
2025 Q2	$312K	Buy	+10,675	New	+$282K	0.01%	517
2025 Q1	–	Sell	-7,800	Closed	-$217K	–	746
2024 Q4	$217K	Sell	7,800 -800	-9%	-$21.9K	0.01%	660
2024 Q3	$224K	Sell	8,600 -280	-3%	-$7.05K	0.01%	599
2024 Q2	$224K	Buy	+8,880	New	+$209K	0.02%	547

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Wealth Advisors's SCHG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 25,422 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #334.

Fifth Third Wealth Advisors first reported a position in SCHG in Q2 2024 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fifth Third Wealth Advisors held 25,422 shares of Schwab US Large-Cap Growth ETF worth $860K as of Q2 2026.
Fifth Third Wealth Advisors bought 396 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $13.1K.
Schwab US Large-Cap Growth ETF made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #334 holding.
Fifth Third Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.