Golden State Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Golden State Wealth Management’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	$347K	Sell	10,243 -678	-6%	-$22.5K	0.03%	331
2026 Q1	$318K	Sell	10,921 -24	-0.2%	-$746	0.03%	318
2025 Q4	$357K	Buy	10,945 +3,124	+40%	+$102K	0.04%	301
2025 Q3	$250K	Sell	7,821 -1,606	-17%	-$48.9K	0.03%	342
2025 Q2	$275K	Sell	9,427 -3,526	-27%	-$93.2K	0.03%	317
2025 Q1	$324K	Hold	12,953	–	–	0.05%	279
2024 Q4	$361K	Buy	+12,953	New	+$354K	0.05%	246
2022 Q1	$328K	Buy	17,552 +3,952	+29%	+$72.1K	0.06%	226
2021 Q4	$278K	Hold	13,600	–	–	0.05%	299
2021 Q3	$252K	Sell	13,600 -648	-5%	-$12.3K	0.05%	256
2021 Q2	$260K	Hold	14,248	–	–	0.06%	244
2021 Q1	$231K	Hold	14,248	–	–	0.08%	178
2020 Q4	$229K	Sell	14,248 -9,800	-41%	-$149K	0.07%	216
2020 Q3	$346K	Buy	+24,048	New	+$335K	0.12%	129
2020 Q2	–	Sell	-24,048	Closed	-$239K	–	789
2020 Q1	$239K	Sell	24,048 -71,344	-75%	-$814K	0.11%	132
2019 Q4	$1.11M	Buy	95,392 +71,344	+297%	+$786K	0.21%	25
2019 Q3	$253K	Hold	24,048	–	–	0.08%	176
2019 Q2	$250K	Sell	24,048 -13,104	-35%	-$133K	0.08%	195
2019 Q1	$369K	Buy	+37,152	New	+$351K	0.12%	145

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

Golden State Wealth Management's SCHG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.2% in Q2 2026, selling an estimated $22.5K and leaving 10,243 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #331.

Golden State Wealth Management first reported a position in SCHG in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2019. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Golden State Wealth Management held 10,243 shares of Schwab US Large-Cap Growth ETF worth $347K as of Q2 2026.
Golden State Wealth Management sold 678 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $22.5K.
Schwab US Large-Cap Growth ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #331 holding.
Golden State Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.11M in Q4 2019.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.