Heritage Wealth Architects’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Wealth Architects’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	$1.5M	Hold	43,582	–	–	0.6%	24
2026 Q1	$1.44M	Sell	43,582 -996	-2%	-$31K	0.6%	26
2025 Q4	$1.44M	Sell	44,578 -3,065	-6%	-$99.7K	0.67%	24
2025 Q3	$1.52M	Sell	47,643 -6,275	-12%	-$191K	0.94%	19
2025 Q2	$1.57M	Buy	+53,918	New	+$1.43M	1.16%	18

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

Heritage Wealth Architects's SCHG Position: Q2 2026 in Review

Heritage Wealth Architects held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 43,582 shares worth $1.5M. The position accounts for 0.6% of the portfolio, ranked #24.

Heritage Wealth Architects first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q2 2025. 414 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Heritage Wealth Architects held 43,582 shares of Schwab US Large-Cap Growth ETF worth $1.5M as of Q2 2026.
Heritage Wealth Architects left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.6% of Heritage Wealth Architects's portfolio in Q2 2026, its #24 holding.
Heritage Wealth Architects first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Heritage Wealth Architects's Schwab US Large-Cap Growth ETF position peaked at $1.57M in Q2 2025.
414 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.