GoalVest Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GoalVest Advisory’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	$369K	Hold	10,896	–	–	0.07%	92
2026 Q1	$317K	Hold	10,896	–	–	0.06%	120
2025 Q4	$355K	Hold	10,896	–	–	0.07%	117
2025 Q3	$348K	Hold	10,896	–	–	0.07%	109
2025 Q2	$318K	Hold	10,896	–	–	0.08%	102
2025 Q1	$273K	Hold	10,896	–	–	0.08%	101
2024 Q4	$304K	Hold	10,896	–	–	0.08%	100
2024 Q3	$284K	Hold	10,896	–	–	0.08%	93
2024 Q2	$275K	Hold	10,896	–	–	0.09%	89
2024 Q1	$253K	Buy	+10,896	New	+$241K	0.08%	95

Other funds holding SCHG

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

GoalVest Advisory's SCHG Position: Q2 2026 in Review

GoalVest Advisory held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 10,896 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #92.

GoalVest Advisory first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

GoalVest Advisory held 10,896 shares of Schwab US Large-Cap Growth ETF worth $369K as of Q2 2026.
GoalVest Advisory left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of GoalVest Advisory's portfolio in Q2 2026, its #92 holding.
GoalVest Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.