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

HMV 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	$1.03M	Buy	30,342 +12	+0%	+$398	0.4%	38
2026 Q1	$884K	Sell	30,330 -7,796	-20%	-$242K	0.42%	33
2025 Q4	$1.24M	Sell	38,126 -4,618	-11%	-$150K	0.62%	25
2025 Q3	$1.36M	Sell	42,744 -1,511	-3%	-$46.1K	0.75%	25
2025 Q2	$1.29M	Sell	44,255 -23,871	-35%	-$631K	0.85%	27
2025 Q1	$1.71M	Hold	68,126	–	–	1.35%	24
2024 Q4	$1.9M	Buy	+68,126	New	+$1.86M	1.9%	19

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

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

HMV Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.04% in Q2 2026, buying an estimated $398 and bringing the position to 30,342 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #38.

HMV Wealth Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2024. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

HMV Wealth Advisors held 30,342 shares of Schwab US Large-Cap Growth ETF worth $1.03M as of Q2 2026.
HMV Wealth Advisors bought 12 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $398.
Schwab US Large-Cap Growth ETF made up 0.4% of HMV Wealth Advisors's portfolio in Q2 2026, its #38 holding.
HMV Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
HMV Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.9M in Q4 2024.
392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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