Global Wealth Strategies & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Global Wealth Strategies & Associates’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	$808K	Sell	23,882 -2,174	-8%	-$72K	0.15%	42
2026 Q1	$759K	Sell	26,056 -9,360	-26%	-$291K	0.19%	34
2025 Q4	$1.16M	Buy	35,416 +6,058	+21%	+$197K	0.29%	23
2025 Q3	$937K	Buy	29,358 +23,538	+404%	+$717K	0.24%	27
2025 Q2	$170K	Hold	5,820	–	–	0.05%	58
2025 Q1	$146K	Buy	5,820 +36	+0.6%	+$986	0.04%	59
2024 Q4	$161K	Hold	5,784	–	–	0.05%	60
2024 Q3	$151K	Hold	5,784	–	–	0.05%	55
2024 Q2	$146K	Hold	5,784	–	–	0.05%	50
2024 Q1	$134K	Hold	5,784	–	–	0.05%	56
2023 Q4	$120K	Hold	5,784	–	–	0.05%	51
2023 Q3	$105K	Hold	5,784	–	–	0.05%	56
2023 Q2	$108K	Hold	5,784	–	–	0.05%	54
2023 Q1	$94.2K	Hold	5,784	–	–	0.05%	54
2022 Q4	$80.3K	Buy	+5,784	New	+$83.2K	0.05%	62

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Global Wealth Strategies & Associates's SCHG Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.3% in Q2 2026, selling an estimated $72K and leaving 23,882 shares worth $808K. The position accounts for 0.15% of the portfolio, ranked #42.

Global Wealth Strategies & Associates first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Global Wealth Strategies & Associates held 23,882 shares of Schwab US Large-Cap Growth ETF worth $808K as of Q2 2026.
Global Wealth Strategies & Associates sold 2,174 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $72K.
Schwab US Large-Cap Growth ETF made up 0.15% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #42 holding.
Global Wealth Strategies & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Global Wealth Strategies & Associates's Schwab US Large-Cap Growth ETF position peaked at $1.16M in Q4 2025.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.