Focused Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $639K | Buy |
18,890
+57
| +0.3% | +$1.89K | 0.06% | 116 |
|
|
2026
Q1 | $549K | Buy |
18,833
+141
| +0.8% | +$4.38K | 0.06% | 108 |
|
|
2025
Q4 | $610K | Buy |
18,692
+29
| +0.2% | +$943 | 0.06% | 100 |
|
|
2025
Q3 | $596K | Buy |
18,663
+38
| +0.2% | +$1.16K | 0.06% | 96 |
|
|
2025
Q2 | $544K | Sell |
18,625
-10
| -0.1% | -$264 | 0.07% | 93 |
|
|
2025
Q1 | $467K | Buy |
18,635
+918
| +5% | +$25.1K | 0.06% | 90 |
|
|
2024
Q4 | $494K | Buy |
17,717
+3,061
| +21% | +$83.7K | 0.07% | 87 |
|
|
2024
Q3 | $382K | Buy |
14,656
+44
| +0.3% | +$1.11K | 0.05% | 127 |
|
|
2024
Q2 | $368K | Buy |
14,612
+20
| +0.1% | +$472 | 0.05% | 116 |
|
|
2024
Q1 | $338K | Buy |
14,592
+48
| +0.3% | +$1.06K | 0.05% | 111 |
|
|
2023
Q4 | $302K | Sell |
14,544
-14,032
| -49% | -$271K | 0.05% | 107 |
|
|
2023
Q3 | $520K | Sell |
28,576
-8,420
| -23% | -$158K | 0.09% | 73 |
|
|
2023
Q2 | $693K | Buy |
36,996
+124
| +0.3% | +$2.13K | 0.12% | 69 |
|
|
2023
Q1 | $601K | Sell |
36,872
-1,348
| -4% | -$20.5K | 0.12% | 74 |
|
|
2022
Q4 | $531K | Sell |
38,220
-30,732
| -45% | -$442K | 0.11% | 78 |
|
|
2022
Q3 | $962K | Buy |
68,952
+692
| +1% | +$10.8K | 0.2% | 54 |
|
|
2022
Q2 | $990K | Buy |
68,260
+3,176
| +5% | +$50.8K | 0.18% | 65 |
|
|
2022
Q1 | $1.22M | Buy |
65,084
+9,036
| +16% | +$165K | 0.19% | 58 |
|
|
2021
Q4 | $1.15M | Buy |
56,048
+80
| +0.1% | +$1.6K | 0.18% | 58 |
|
|
2021
Q3 | $1.04M | Buy |
55,968
+56
| +0.1% | +$1.07K | 0.17% | 60 |
|
|
2021
Q2 | $1.02M | Sell |
55,912
-113,304
| -67% | -$1.96M | 0.17% | 62 |
|
|
2021
Q1 | $2.75M | Sell |
169,216
-28,432
| -14% | -$463K | 0.49% | 29 |
|
|
2020
Q4 | $3.17M | Buy |
197,648
+88
| +0% | +$1.33K | 0.62% | 24 |
|
|
2020
Q3 | $2.84M | Buy |
197,560
+104
| +0.1% | +$1.45K | 0.62% | 25 |
|
|
2020
Q2 | $2.51M | Buy |
197,456
+112
| +0.1% | +$1.31K | 0.58% | 26 |
|
|
2020
Q1 | $1.97M | Buy |
197,344
+3,360
| +2% | +$38.3K | 0.57% | 25 |
|
|
2019
Q4 | $2.25M | Hold |
193,984
| – | – | 0.53% | 29 |
|
|
2019
Q3 | $2.04M | Sell |
193,984
-19,224
| -9% | -$203K | 0.56% | 29 |
|
|
2019
Q2 | $2.22M | Sell |
213,208
-43,024
| -17% | -$437K | 0.59% | 29 |
|
|
2019
Q1 | $2.54M | Buy |
256,232
+25,744
| +11% | +$243K | 0.77% | 22 |
|
|
2018
Q4 | $1.99M | Buy |
230,488
+183,360
| +389% | +$1.71M | 0.68% | 27 |
|
|
2018
Q3 | $483K | Sell |
47,128
-121,608
| -72% | -$1.21M | 0.16% | 84 |
|
|
2018
Q2 | $1.6M | Buy |
168,736
+158,632
| +1,570% | +$1.48M | 0.55% | 36 |
|
|
2018
Q1 | $91K | Buy |
+10,104
| New | +$93.1K | 0.03% | 246 |
|
Other funds holding SCHG
VIA
Focused Wealth Management's SCHG Position: Q2 2026 in Review
Focused Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.3% in Q2 2026, buying an estimated $1.89K and bringing the position to 18,890 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #116.
Focused Wealth Management first reported a position in SCHG in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.17M in Q4 2020. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- Focused Wealth Management held 18,890 shares of Schwab US Large-Cap Growth ETF worth $639K as of Q2 2026.
- Focused Wealth Management bought 57 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.89K.
- Schwab US Large-Cap Growth ETF made up 0.06% of Focused Wealth Management's portfolio in Q2 2026, its #116 holding.
- Focused Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
- Focused Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $3.17M in Q4 2020.
- 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.