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

GC Wealth Management RIA’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	$485K	Sell	14,346 -14,963	-51%	-$496K	0.03%	328
2026 Q1	$854K	Buy	29,309 +854	+3%	+$26.5K	0.04%	263
2025 Q4	$928K	Sell	28,455 -2,206	-7%	-$71.7K	0.03%	243
2025 Q3	$978K	Buy	30,661 +6,472	+27%	+$197K	0.03%	333
2025 Q2	$707K	Buy	24,189 +5,102	+27%	+$135K	0.06%	259
2025 Q1	$478K	Buy	19,087 +115	+0.6%	+$3.15K	0.09%	184
2024 Q4	$529K	Sell	18,972 -2,028	-10%	-$55.5K	0.09%	163
2024 Q3	$547K	Buy	21,000 +11,552	+122%	+$291K	0.1%	183
2024 Q2	$238K	Buy	+9,448	New	+$223K	0.05%	246

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GC Wealth Management RIA's SCHG Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 51% in Q2 2026, selling an estimated $496K and leaving 14,346 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #328.

GC Wealth Management RIA first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $978K in Q3 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

GC Wealth Management RIA held 14,346 shares of Schwab US Large-Cap Growth ETF worth $485K as of Q2 2026.
GC Wealth Management RIA sold 14,963 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $496K.
Schwab US Large-Cap Growth ETF made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #328 holding.
GC Wealth Management RIA first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
GC Wealth Management RIA's Schwab US Large-Cap Growth ETF position peaked at $978K in Q3 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.