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Godsey & Gibb Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Godsey & Gibb Inc’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 		$429K Buy
12,669
+116
+0.9% +$3.84K 0.04% 80
2026
Q1 		$366K Sell
12,553
-520
-4% -$16.2K 0.03% 81
2025
Q4 		$426K Buy
13,073
+788
+6% +$25.6K 0.04% 72
2025
Q3 		$392K Hold
12,285
– – 0.03% 80
2025
Q2 		$359K Buy
12,285
+977
+9% +$25.8K 0.03% 81
2025
Q1 		$283K Buy
11,308
+1,450
+15% +$39.7K 0.03% 94
2024
Q4 		$275K Buy
9,858
+1,998
+25% +$54.6K 0.03% 95
2024
Q3 		$205K Hold
7,860
– – 0.02% 111
2024
Q2 		$198K Buy
7,860
+1,220
+18% +$28.8K 0.02% 114
2024
Q1 		$154K Sell
6,640
-700
-10% -$15.5K 0.02% 118
2023
Q4 		$152K Buy
7,340
+700
+11% +$13.5K 0.02% 114
2023
Q3 		$121K Hold
6,640
– – 0.01% 124
2023
Q2 		$124K Hold
6,640
– – 0.01% 127
2023
Q1 		$108K Buy
+6,640
New +$101K 0.01% 130

Other funds holding SCHG

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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Godsey & Gibb Inc's SCHG Position: Q2 2026 in Review

Godsey & Gibb Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.92% in Q2 2026, buying an estimated $3.84K and bringing the position to 12,669 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #80.

Godsey & Gibb Inc first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 664 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Godsey & Gibb Inc held 12,669 shares of Schwab US Large-Cap Growth ETF worth $429K as of Q2 2026.
  • Godsey & Gibb Inc bought 116 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.84K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Godsey & Gibb Inc's portfolio in Q2 2026, its #80 holding.
  • Godsey & Gibb Inc first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 664 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.