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Heritage Wealth Management (California)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Wealth Management (California)’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 		$13.2M Buy
389,301
+9,930
+3% +$329K 5% 4
2026
Q1 		$11.1M Buy
379,371
+25,247
+7% +$785K 6.1% 4
2025
Q4 		$11.6M Sell
354,124
-17,779
-5% -$578K 7.34% 2
2025
Q3 		$11.9M Sell
371,903
-18,393
-5% -$561K 7.95% 2
2025
Q2 		$11.4M Buy
390,296
+47,302
+14% +$1.25M 7.6% 3
2025
Q1 		$8.59M Buy
342,994
+2,806
+0.8% +$76.9K 6.46% 3
2024
Q4 		$9.48M Sell
340,188
-14,456
-4% -$395K 6.82% 3
2024
Q3 		$9.24M Sell
354,644
-10,916
-3% -$275K 6.55% 3
2024
Q2 		$9.22M Buy
365,560
+9,904
+3% +$234K 6.76% 3
2024
Q1 		$8.24M Sell
355,656
-17,528
-5% -$388K 6.23% 3
2023
Q4 		$7.74M Buy
+373,184
New +$7.22M 6.19% 3

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Heritage Wealth Management (California)'s SCHG Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q2 2026, buying an estimated $329K and bringing the position to 389,301 shares worth $13.2M. The position accounts for 5% of the portfolio, ranked #4.

Heritage Wealth Management (California) first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Heritage Wealth Management (California) held 389,301 shares of Schwab US Large-Cap Growth ETF worth $13.2M as of Q2 2026.
  • Heritage Wealth Management (California) bought 9,930 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $329K.
  • Schwab US Large-Cap Growth ETF made up 5% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #4 holding.
  • Heritage Wealth Management (California) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.