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Glassman Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Glassman Wealth Services’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 		$588K Buy
17,370
+129
+0.7% +$4.28K 0.07% 45
2026
Q1 		$502K Buy
17,241
+1,058
+7% +$32.9K 0.07% 47
2025
Q4 		$528K Buy
16,183
+6
+0% +$195 0.07% 44
2025
Q3 		$516K Buy
16,177
+197
+1% +$6K 0.07% 41
2025
Q2 		$467K Hold
15,980
– – 0.07% 42
2025
Q1 		$400K Buy
15,980
+62
+0.4% +$1.7K 0.07% 43
2024
Q4 		$444K Buy
15,918
+26
+0.2% +$711 0.07% 38
2024
Q3 		$414K Sell
15,892
-688
-4% -$17.3K 0.07% 37
2024
Q2 		$418K Buy
16,580
+476
+3% +$11.2K 0.08% 39
2024
Q1 		$373K Buy
16,104
+80
+0.5% +$1.77K 0.08% 39
2023
Q4 		$332K Buy
16,024
+7,528
+89% +$146K 0.05% 125
2023
Q3 		$154K Sell
8,496
-4,680
-36% -$88.1K 0.02% 211
2023
Q2 		$247K Hold
13,176
– – 0.04% 140
2023
Q1 		$215K Hold
13,176
– – 0.04% 159
2022
Q4 		$183K Hold
13,176
– – 0.03% 187
2022
Q3 		$184K Buy
13,176
+1,368
+12% +$21.4K 0.04% 165
2022
Q2 		$171K Hold
11,808
– – 0.04% 180
2022
Q1 		$221K Buy
11,808
+9,008
+322% +$164K 0.04% 155
2021
Q4 		$57K Buy
2,800
+2,240
+400% +$44.8K 0.01% 342
2021
Q3 		$10K Hold
560
– – ﹤0.01% 777
2021
Q2 		$10K Hold
560
– – ﹤0.01% 757
2021
Q1 		$9K Buy
+560
New +$9.11K ﹤0.01% 744
2020
Q2 		– Sell
-2,960
Closed -$29K – 1492
2020
Q1 		$29K Hold
2,960
– – 0.01% 297
2019
Q4 		$34K Hold
2,960
– – 0.01% 304
2019
Q3 		$31K Sell
2,960
-1,960
-40% -$20.7K 0.01% 306
2019
Q2 		$51K Buy
+4,920
New +$50K 0.02% 234

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Glassman Wealth Services's SCHG Position: Q2 2026 in Review

Glassman Wealth Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.75% in Q2 2026, buying an estimated $4.28K and bringing the position to 17,370 shares worth $588K. The position accounts for 0.07% of the portfolio, ranked #45.

Glassman Wealth Services first reported a position in SCHG in Q2 2019 and has held it in 26 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Glassman Wealth Services held 17,370 shares of Schwab US Large-Cap Growth ETF worth $588K as of Q2 2026.
  • Glassman Wealth Services bought 129 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.28K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Glassman Wealth Services's portfolio in Q2 2026, its #45 holding.
  • Glassman Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 26 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.