Grey Fox Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Grey Fox Wealth Advisors’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	$482K	Sell	14,252 -704	-5%	-$23.3K	0.08%	104
2026 Q1	$436K	Sell	14,956 -903	-6%	-$28.1K	0.08%	96
2025 Q4	$517K	Sell	15,859 -538	-3%	-$17.5K	0.11%	85
2025 Q3	$523K	Buy	16,397 +3,657	+29%	+$111K	0.11%	87
2025 Q2	$372K	Buy	12,740 +12	+0.1%	+$317	0.09%	95
2025 Q1	$319K	Sell	12,728 -15	-0.1%	-$411	0.09%	102
2024 Q4	$355K	Buy	12,743 +11	+0.1%	+$301	0.1%	98
2024 Q3	$332K	Sell	12,732 -92	-0.7%	-$2.31K	0.09%	99
2024 Q2	$324K	Hold	12,824	–	–	0.11%	98
2024 Q1	$297K	Sell	12,824 -2,296	-15%	-$50.8K	0.11%	99
2023 Q4	$314K	Buy	15,120 +20	+0.1%	+$387	0.14%	83
2023 Q3	$275K	Buy	15,100 +16	+0.1%	+$301	0.14%	86
2023 Q2	$283K	Buy	15,084 +20	+0.1%	+$343	0.15%	82
2023 Q1	$245K	Buy	15,064 +656	+5%	+$9.96K	0.14%	81
2022 Q4	$200K	Buy	+14,408	New	+$207K	0.13%	93

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

Grey Fox Wealth Advisors's SCHG Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q2 2026, selling an estimated $23.3K and leaving 14,252 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #104.

Grey Fox Wealth Advisors first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $523K in Q3 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Grey Fox Wealth Advisors held 14,252 shares of Schwab US Large-Cap Growth ETF worth $482K as of Q2 2026.
Grey Fox Wealth Advisors sold 704 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $23.3K.
Schwab US Large-Cap Growth ETF made up 0.08% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Grey Fox Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Grey Fox Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $523K in Q3 2025.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.