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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$124K Buy
3,677
+4
+0.1% +$133 0.03% 223
2026
Q1 		$107K Buy
3,673
+5
+0.1% +$155 0.03% 229
2025
Q4 		$120K Buy
+3,668
New +$119K 0.04% 220

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCHG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q2 2026, buying an estimated $133 and bringing the position to 3,677 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #223.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,677 shares of Schwab US Large-Cap Growth ETF worth $124K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 4 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $133.
  • Schwab US Large-Cap Growth ETF made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #223 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.