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Goepper Burkhardt’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Goepper Burkhardt’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 		$47.8M Buy
1,412,525
+12,462
+0.9% +$413K 14.35% 1
2026
Q1 		$40.8M Buy
1,400,063
+25,347
+2% +$788K 13.63% 1
2025
Q4 		$44.8M Buy
1,374,716
+36,040
+3% +$1.17M 14.61% 1
2025
Q3 		$42.7M Buy
1,338,676
+11,566
+0.9% +$352K 14.56% 1
2025
Q2 		$38.8M Buy
1,327,110
+68,592
+5% +$1.81M 14.28% 1
2025
Q1 		$31.5M Buy
1,258,518
+25,740
+2% +$705K 12.6% 1
2024
Q4 		$34.4M Sell
1,232,778
-19,034
-2% -$521K 13.95% 1
2024
Q3 		$32.6M Buy
1,251,812
+12,684
+1% +$319K 13.45% 1
2024
Q2 		$31.2M Buy
1,239,128
+3,628
+0.3% +$85.6K 14.14% 1
2024
Q1 		$28.7M Buy
1,235,500
+30,368
+3% +$672K 13.36% 1
2023
Q4 		$27.3M Buy
1,205,132
+29,580
+3% +$572K 13.56% 1
2023
Q3 		$21.4M Buy
1,175,552
+17,624
+2% +$332K 13.04% 1
2023
Q2 		$21.7M Buy
1,157,928
+29,588
+3% +$507K 13.09% 1
2023
Q1 		$18.4M Buy
1,128,340
+49,204
+5% +$747K 12.03% 1
2022
Q4 		$15M Buy
1,079,136
+10,048
+0.9% +$144K 10.49% 3
2022
Q3 		$14.9M Buy
1,069,088
+1,824
+0.2% +$28.6K 11.09% 2
2022
Q2 		$15.5M Sell
1,067,264
-17,412
-2% -$278K 10.9% 3
2022
Q1 		$20.3M Sell
1,084,676
-436
-0% -$7.95K 12.31% 1
2021
Q4 		$22.2M Buy
1,085,112
+18,824
+2% +$376K 13.2% 1
2021
Q3 		$19.7M Buy
1,066,288
+7,592
+0.7% +$145K 12.58% 2
2021
Q2 		$19.3M Buy
1,058,696
+13,160
+1% +$228K 12.2% 2
2021
Q1 		$17M Sell
1,045,536
-22,392
-2% -$364K 11.53% 3
2020
Q4 		$17.1M Buy
+1,067,928
New +$16.2M 12.44% 2

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

Goepper Burkhardt's SCHG Position: Q2 2026 in Review

Goepper Burkhardt increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.89% in Q2 2026, buying an estimated $413K and bringing the position to 1,412,525 shares worth $47.8M. The position accounts for 14.35% of the portfolio, ranked #1.

Goepper Burkhardt first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Goepper Burkhardt held 1,412,525 shares of Schwab US Large-Cap Growth ETF worth $47.8M as of Q2 2026.
  • Goepper Burkhardt bought 12,462 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $413K.
  • Schwab US Large-Cap Growth ETF made up 14.35% of Goepper Burkhardt's portfolio in Q2 2026, its #1 holding.
  • Goepper Burkhardt first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.