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

HHM 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	$126M	Buy	3,728,072 +133,079	+4%	+$4.41M	12.67%	3
2026 Q1	$105M	Buy	3,594,993 +112,307	+3%	+$3.49M	12.05%	3
2025 Q4	$114M	Sell	3,482,686 -132,594	-4%	-$4.31M	13.37%	3
2025 Q3	$115M	Sell	3,615,280 -150,084	-4%	-$4.57M	13.35%	3
2025 Q2	$110M	Buy	3,765,364 +221,638	+6%	+$5.86M	13.07%	3
2025 Q1	$88.7M	Buy	3,543,726 +111,018	+3%	+$3.04M	11.95%	3
2024 Q4	$95.7M	Sell	3,432,708 -35,796	-1%	-$979K	13.01%	2
2024 Q3	$90.3M	Sell	3,468,504 -92,480	-3%	-$2.33M	12.81%	2
2024 Q2	$89.8M	Buy	3,560,984 +7,448	+0.2%	+$176K	13.51%	3
2024 Q1	$82.4M	Sell	3,553,536 -191,324	-5%	-$4.23M	13.56%	3
2023 Q4	$77.7M	Sell	3,744,860 -126,652	-3%	-$2.45M	13.52%	3
2023 Q3	$70.4M	Sell	3,871,512 -574,892	-13%	-$10.8M	13.75%	3
2023 Q2	$83.3M	Buy	4,446,404 +46,720	+1%	+$801K	15.62%	2
2023 Q1	$71.7M	Buy	4,399,684 +628,056	+17%	+$9.53M	14.64%	2
2022 Q4	$52.4M	Buy	3,771,628 +95,448	+3%	+$1.37M	11.98%	3
2022 Q3	$51.3M	Buy	3,676,180 +339,720	+10%	+$5.32M	13.49%	3
2022 Q2	$48.4M	Buy	3,336,460 +760,044	+30%	+$12.2M	12.39%	3
2022 Q1	$48.2M	Buy	2,576,416 +283,440	+12%	+$5.17M	11.26%	3
2021 Q4	$46.9M	Buy	2,292,976 +108,464	+5%	+$2.17M	11.32%	3
2021 Q3	$40.4M	Buy	2,184,512 +27,640	+1%	+$527K	10.99%	3
2021 Q2	$39.4M	Buy	2,156,872 +110,200	+5%	+$1.91M	10.7%	3
2021 Q1	$33.2M	Buy	2,046,672 +39,504	+2%	+$643K	10.27%	3
2020 Q4	$32.2M	Sell	2,007,168 -6,280	-0.3%	-$95.2K	11.07%	3
2020 Q3	$29M	Sell	2,013,448 -381,712	-16%	-$5.32M	11.59%	3
2020 Q2	$30.4M	Sell	2,395,160 -22,048	-0.9%	-$257K	12.7%	3
2020 Q1	$24.1M	Buy	2,417,208 +245,968	+11%	+$2.81M	11.75%	3
2019 Q4	$25.2M	Buy	2,171,240 +118,168	+6%	+$1.3M	12.12%	2
2019 Q3	$21.6M	Sell	2,053,072 -43,760	-2%	-$461K	12.27%	2
2019 Q2	$21.8M	Buy	2,096,832 +73,400	+4%	+$746K	12.86%	2
2019 Q1	$20.1M	Buy	2,023,432 +40,352	+2%	+$382K	12.85%	3
2018 Q4	$17.1M	Buy	+1,983,080	New	+$18.5M	12.52%	3

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

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

HHM Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.7% in Q2 2026, buying an estimated $4.41M and bringing the position to 3,728,072 shares worth $126M. The position accounts for 12.67% of the portfolio, ranked #3.

HHM Wealth Advisors first reported a position in SCHG in Q4 2018 and has held it in 31 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

HHM Wealth Advisors held 3,728,072 shares of Schwab US Large-Cap Growth ETF worth $126M as of Q2 2026.
HHM Wealth Advisors bought 133,079 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.41M.
Schwab US Large-Cap Growth ETF made up 12.67% of HHM Wealth Advisors's portfolio in Q2 2026, its #3 holding.
HHM Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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