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Gerber Kawasaki Wealth & Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$877K Buy
25,917
+914
+4% +$30.3K 0.02% 182
2026
Q1 		$728K Sell
25,003
-2,411
-9% -$74.9K 0.02% 183
2025
Q4 		$894K Buy
27,414
+1,066
+4% +$34.7K 0.03% 165
2025
Q3 		$841K Buy
26,348
+2,861
+12% +$87.2K 0.03% 170
2025
Q2 		$686K Sell
23,487
-3,703
-14% -$97.9K 0.03% 173
2025
Q1 		$681K Buy
27,190
+5,152
+23% +$141K 0.03% 162
2024
Q4 		$614K Sell
22,038
-1,834
-8% -$50.2K 0.03% 170
2024
Q3 		$622K Buy
23,872
+1,280
+6% +$32.2K 0.03% 162
2024
Q2 		$570K Hold
22,592
– – 0.03% 161
2024
Q1 		$524K Buy
22,592
+28
+0.1% +$619 0.03% 172
2023
Q4 		$468K Buy
22,564
+28
+0.1% +$542 0.03% 167
2023
Q3 		$410K Sell
22,536
-8,744
-28% -$165K 0.03% 173
2023
Q2 		$586K Buy
31,280
+6,136
+24% +$105K 0.04% 153
2023
Q1 		$410K Hold
25,144
– – 0.03% 176
2022
Q4 		$349K Buy
25,144
+8,000
+47% +$115K 0.03% 184
2022
Q3 		$239K Buy
17,144
+96
+0.6% +$1.5K 0.02% 199
2022
Q2 		$247K Buy
17,048
+24
+0.1% +$384 0.02% 212
2022
Q1 		$318K Hold
17,024
– – 0.03% 198
2021
Q4 		$348K Buy
17,024
+2,440
+17% +$48.8K 0.03% 191
2021
Q3 		$269K Buy
+14,584
New +$278K 0.03% 151

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

Gerber Kawasaki Wealth & Investment Management's SCHG Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.7% in Q2 2026, buying an estimated $30.3K and bringing the position to 25,917 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #182.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHG in Q3 2021 and has held it in 20 quarters since. The position peaked at $894K in Q4 2025. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 25,917 shares of Schwab US Large-Cap Growth ETF worth $877K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 914 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $30.3K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #182 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Schwab US Large-Cap Growth ETF position peaked at $894K in Q4 2025.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.