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Golden State Equity Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Golden State Equity Partners’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 		– Sell
-61,927
Closed -$1.8M – 1483
2026
Q1 		$1.8M Buy
61,927
+12,374
+25% +$385K 0.14% 178
2025
Q4 		$1.62M Buy
49,553
+959
+2% +$31.2K 0.26% 78
2025
Q3 		$1.55M Sell
48,594
-372
-0.8% -$11.3K 0.26% 83
2025
Q2 		$1.43M Buy
48,966
+2,179
+5% +$57.6K 0.26% 85
2025
Q1 		$1.17M Buy
+46,787
New +$1.28M 0.23% 108

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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Golden State Equity Partners's SCHG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 61,927 shares — an estimated $1.8M sold.

Golden State Equity Partners first reported a position in SCHG in Q1 2025 and held it in 5 quarters. The position peaked at $1.8M in Q1 2026. 1,019 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 61,927 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.8M.
  • Golden State Equity Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 5 quarters.
  • Golden State Equity Partners's Schwab US Large-Cap Growth ETF position peaked at $1.8M in Q1 2026.
  • 1,019 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.