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

HCR 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	$5.17M	Buy	152,848 +799	+0.5%	+$26.5K	0.46%	39
2026 Q1	$4.43M	Sell	152,049 -13,493	-8%	-$419K	0.46%	38
2025 Q4	$5.4M	Buy	165,542 +25	+0%	+$813	0.53%	30
2025 Q3	$5.33M	Buy	165,517 +886	+0.5%	+$27K	0.55%	31
2025 Q2	$4.81M	Sell	164,631 -1,189	-0.7%	-$31.4K	0.57%	28
2025 Q1	$4.15M	Buy	165,820 +989	+0.6%	+$27.1K	0.54%	27
2024 Q4	$4.59M	Buy	164,831 +723	+0.4%	+$19.8K	0.58%	26
2024 Q3	$4.27M	Sell	164,108 -300	-0.2%	-$7.55K	0.56%	28
2024 Q2	$4.14M	Buy	164,408 +856	+0.5%	+$20.2K	0.59%	25
2024 Q1	$3.79M	Buy	163,552 +500	+0.3%	+$11.1K	0.57%	28
2023 Q4	$3.38M	Buy	163,052 +1,780	+1%	+$34.4K	0.53%	31
2023 Q3	$2.93M	Sell	161,272 -13,552	-8%	-$255K	0.64%	27
2023 Q2	$3.28M	Sell	174,824 -6,684	-4%	-$115K	0.61%	32
2023 Q1	$2.96M	Sell	181,508 -3,800	-2%	-$57.7K	0.59%	33
2022 Q4	$2.57M	Buy	185,308 +364	+0.2%	+$5.23K	0.54%	36
2022 Q3	$2.58M	Buy	184,944 +972	+0.5%	+$15.2K	0.55%	34
2022 Q2	$2.67M	Buy	183,972 +16	+0%	+$256	0.54%	40
2022 Q1	$3.44M	Sell	183,956 -2,124	-1%	-$38.7K	0.56%	36
2021 Q4	$3.81M	Buy	186,080 +104	+0.1%	+$2.08K	0.59%	30
2021 Q3	$3.44M	Sell	185,976 -776	-0.4%	-$14.8K	0.57%	32
2021 Q2	$3.41M	Sell	186,752 -720	-0.4%	-$12.5K	0.59%	34
2021 Q1	$3.04M	Sell	187,472 -43,352	-19%	-$705K	0.6%	35
2020 Q4	$3.71M	Buy	230,824 +1,504	+0.7%	+$22.8K	0.78%	22
2020 Q3	$3.3M	Sell	229,320 -1,200	-0.5%	-$16.7K	0.75%	24
2020 Q2	$2.96M	Sell	230,520 -16,400	-7%	-$191K	0.7%	22
2020 Q1	$2.46M	Sell	246,920 -11,864	-5%	-$135K	0.7%	24
2019 Q4	$3M	Buy	+258,784	New	+$2.85M	0.73%	22
2019 Q2	–	Sell	-276,808	Closed	-$2.73M	–	181
2019 Q1	$2.73M	Buy	276,808 +18,368	+7%	+$174K	0.78%	27
2018 Q4	$2.22M	Sell	258,440 -4,200	-2%	-$39.1K	0.72%	24
2018 Q3	$2.49M	Buy	262,640 +208,344	+384%	+$2.08M	0.81%	23
2018 Q2	$515K	Buy	+54,296	New	+$506K	0.17%	105

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

HCR Wealth Advisors's SCHG Position: Q2 2026 in Review

HCR Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.53% in Q2 2026, buying an estimated $26.5K and bringing the position to 152,848 shares worth $5.17M. The position accounts for 0.46% of the portfolio, ranked #39.

HCR Wealth Advisors first reported a position in SCHG in Q2 2018 and has held it in 31 quarters since. The position peaked at $5.4M in Q4 2025. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

HCR Wealth Advisors held 152,848 shares of Schwab US Large-Cap Growth ETF worth $5.17M as of Q2 2026.
HCR Wealth Advisors bought 799 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $26.5K.
Schwab US Large-Cap Growth ETF made up 0.46% of HCR Wealth Advisors's portfolio in Q2 2026, its #39 holding.
HCR Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 31 quarters since.
HCR Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $5.4M in Q4 2025.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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