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GHP Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GHP Investment 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 		$49.7M Buy
1,468,755
+6,539
+0.4% +$217K 1.83% 1
2026
Q1 		$42.6M Buy
1,462,216
+7,442
+0.5% +$231K 1.75% 1
2025
Q4 		$47.5M Sell
1,454,774
-5,527
-0.4% -$180K 1.95% 1
2025
Q3 		$46.6M Sell
1,460,301
-5,665
-0.4% -$173K 1.96% 1
2025
Q2 		$42.8M Buy
1,465,966
+7,089
+0.5% +$187K 1.9% 1
2025
Q1 		$36.5M Sell
1,458,877
-3,486
-0.2% -$95.5K 1.76% 1
2024
Q4 		$40.8M Sell
1,462,363
-3,213
-0.2% -$87.9K 1.9% 2
2024
Q3 		$38.2M Buy
1,465,576
+9,984
+0.7% +$251K 1.75% 2
2024
Q2 		$36.7M Buy
1,455,592
+4,152
+0.3% +$97.9K 1.83% 1
2024
Q1 		$33.6M Buy
1,451,440
+9,320
+0.6% +$206K 1.67% 1
2023
Q4 		$29.9M Buy
1,442,120
+5,720
+0.4% +$111K 1.62% 2
2023
Q3 		$26.8M Buy
1,436,400
+17,328
+1% +$326K 1.63% 2
2023
Q2 		$26.4M Sell
1,419,072
-684
-0% -$11.7K 1.54% 2
2023
Q1 		$23.1M Buy
1,419,756
+106,324
+8% +$1.61M 1.47% 2
2022
Q4 		$18.2M Buy
1,313,432
+136,720
+12% +$1.97M 1.23% 4
2022
Q3 		$16.4M Buy
1,176,712
+37,708
+3% +$591K 1.26% 6
2022
Q2 		$16.5M Buy
1,139,004
+64,628
+6% +$1.03M 1.23% 6
2022
Q1 		$20.1M Buy
1,074,376
+16,528
+2% +$301K 1.32% 6
2021
Q4 		$21.7M Sell
1,057,848
-7,144
-0.7% -$143K 1.54% 7
2021
Q3 		$19.7M Buy
1,064,992
+4,008
+0.4% +$76.3K 1.56% 6
2021
Q2 		$19.4M Buy
1,060,984
+6,136
+0.6% +$106K 1.56% 6
2021
Q1 		$17.1M Buy
1,054,848
+14,232
+1% +$232K 1.49% 7
2020
Q4 		$16.7M Buy
1,040,616
+5,424
+0.5% +$82.3K 1.59% 7
2020
Q3 		$14.9M Sell
1,035,192
-5,144
-0.5% -$71.7K 1.68% 6
2020
Q2 		$13.2M Buy
1,040,336
+10,064
+1% +$117K 1.64% 7
2020
Q1 		$10.3M Sell
1,030,272
-15,384
-1% -$176K 1.54% 9
2019
Q4 		$12.1M Buy
1,045,656
+12,032
+1% +$133K 1.3% 13
2019
Q3 		$10.9M Sell
1,033,624
-3,832
-0.4% -$40.4K 1.35% 10
2019
Q2 		$10.8M Sell
1,037,456
-19,552
-2% -$199K 1.31% 10
2019
Q1 		$10.5M Buy
1,057,008
+30,424
+3% +$288K 1.35% 10
2018
Q4 		$8.85M Buy
1,026,584
+13,808
+1% +$129K 1.33% 10
2018
Q3 		$10.4M Buy
1,012,776
+39,976
+4% +$398K 1.39% 12
2018
Q2 		$9.21M Buy
972,800
+36,920
+4% +$344K 1.3% 15
2018
Q1 		$8.39M Buy
935,880
+31,880
+4% +$294K 1.19% 17
2017
Q4 		$7.99M Buy
904,000
+31,416
+4% +$270K 1.14% 17
2017
Q3 		$7.21M Buy
872,584
+32,048
+4% +$260K 1.09% 16
2017
Q2 		$6.64M Buy
840,536
+73,520
+10% +$573K 1.05% 17
2017
Q1 		$5.8M Buy
767,016
+20,720
+3% +$153K 1% 18
2016
Q4 		$5.21M Buy
746,296
+51,528
+7% +$356K 0.97% 16
2016
Q3 		$4.82M Buy
694,768
+25,568
+4% +$176K 0.98% 16
2016
Q2 		$4.39M Buy
669,200
+51,256
+8% +$337K 0.95% 17
2016
Q1 		$4.05M Buy
617,944
+89,744
+17% +$556K 0.92% 18
2015
Q4 		$3.49M Buy
528,200
+67,024
+15% +$447K 0.84% 20
2015
Q3 		$2.88M Buy
461,176
+22,960
+5% +$153K 0.74% 23
2015
Q2 		$2.99M Buy
438,216
+26,016
+6% +$177K 0.74% 23
2015
Q1 		$2.78M Buy
412,200
+33,568
+9% +$222K 0.73% 23
2014
Q4 		$2.45M Buy
378,632
+31,944
+9% +$201K 0.67% 28
2014
Q3 		$2.13M Buy
346,688
+56,048
+19% +$345K 0.63% 34
2014
Q2 		$1.76M Buy
290,640
+59,416
+26% +$347K 0.52% 37
2014
Q1 		$1.33M Buy
231,224
+71,360
+45% +$406K 0.42% 48
2013
Q4 		$904K Buy
159,864
+45,456
+40% +$246K 0.3% 88
2013
Q3 		$587K Buy
114,408
+43,608
+62% +$220K 0.21% 118
2013
Q2 		$337K Buy
+70,800
New +$339K 0.13% 175

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GHP Investment Advisors's SCHG Position: Q2 2026 in Review

GHP Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.45% in Q2 2026, buying an estimated $217K and bringing the position to 1,468,755 shares worth $49.7M. The position accounts for 1.83% of the portfolio, ranked #1.

GHP Investment Advisors first reported a position in SCHG in Q2 2013 and has held it in 53 quarters since. 793 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • GHP Investment Advisors held 1,468,755 shares of Schwab US Large-Cap Growth ETF worth $49.7M as of Q2 2026.
  • GHP Investment Advisors bought 6,539 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $217K.
  • Schwab US Large-Cap Growth ETF made up 1.83% of GHP Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • GHP Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 793 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.