HBW Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HBW Advisory Services’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	$13.6M	Buy	403,078 +37,763	+10%	+$1.25M	1.23%	17
2026 Q1	$10.6M	Buy	365,315 +50,411	+16%	+$1.57M	1.12%	15
2025 Q4	$10.3M	Buy	314,904 +97,647	+45%	+$3.18M	1.12%	19
2025 Q3	$6.93M	Buy	217,257 +66,988	+45%	+$2.04M	0.78%	25
2025 Q2	$4.39M	Buy	150,269 +85,515	+132%	+$2.26M	0.54%	35
2025 Q1	$1.62M	Buy	64,754 +1,424	+2%	+$39K	0.23%	106
2024 Q4	$1.76M	Buy	63,330 +39,082	+161%	+$1.07M	0.18%	98
2024 Q3	$631K	Sell	24,248 -6,084	-20%	-$153K	0.09%	178
2024 Q2	$765K	Buy	+30,332	New	+$715K	0.13%	155
2023 Q4	–	Sell	-22,608	Closed	-$411K	–	327
2023 Q3	$411K	Sell	22,608 -884	-4%	-$16.6K	0.09%	189
2023 Q2	$440K	Buy	+23,492	New	+$403K	0.1%	190
2021 Q4	–	Sell	-115,024	Closed	-$2.13M	–	276
2021 Q3	$2.13M	Buy	+115,024	New	+$2.19M	0.55%	58
2020 Q4	–	Sell	-44,336	Closed	-$638K	–	233
2020 Q3	$638K	Buy	+44,336	New	+$618K	0.26%	92
2020 Q1	–	Sell	-46,384	Closed	-$539K	–	138
2019 Q4	$539K	Buy	+46,384	New	+$511K	0.31%	76

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

HBW Advisory Services's SCHG Position: Q2 2026 in Review

HBW Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, buying an estimated $1.25M and bringing the position to 403,078 shares worth $13.6M. The position accounts for 1.23% of the portfolio, ranked #17.

HBW Advisory Services first reported a position in SCHG in Q4 2019 and has held it in 14 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

HBW Advisory Services held 403,078 shares of Schwab US Large-Cap Growth ETF worth $13.6M as of Q2 2026.
HBW Advisory Services bought 37,763 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.25M.
Schwab US Large-Cap Growth ETF made up 1.23% of HBW Advisory Services's portfolio in Q2 2026, its #17 holding.
HBW Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 14 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.