Hidden Cove Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hidden Cove Wealth Management’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	$962K	Sell	28,414 -1,045	-4%	-$34.6K	0.53%	38
2026 Q1	$858K	Buy	29,459 +2,107	+8%	+$65.5K	0.55%	36
2025 Q4	$892K	Buy	27,352 +1,601	+6%	+$52.1K	0.58%	30
2025 Q3	$822K	Buy	25,751 +1,458	+6%	+$44.4K	0.54%	30
2025 Q2	$710K	Buy	24,293 +1,340	+6%	+$35.4K	0.51%	31
2025 Q1	$575K	Sell	22,953 -862	-4%	-$23.6K	0.45%	25
2024 Q4	$664K	Buy	+23,815	New	+$651K	0.54%	23

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

Hidden Cove Wealth Management's SCHG Position: Q2 2026 in Review

Hidden Cove Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q2 2026, selling an estimated $34.6K and leaving 28,414 shares worth $962K. The position accounts for 0.53% of the portfolio, ranked #38.

Hidden Cove Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Hidden Cove Wealth Management held 28,414 shares of Schwab US Large-Cap Growth ETF worth $962K as of Q2 2026.
Hidden Cove Wealth Management sold 1,045 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $34.6K.
Schwab US Large-Cap Growth ETF made up 0.53% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #38 holding.
Hidden Cove Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.