Howe & Rusling’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.5K | Sell |
784
-80
| -9% | -$2.65K | ﹤0.01% | 406 |
|
|
2026
Q1 | $25.2K | Buy |
864
+96
| +13% | +$2.98K | ﹤0.01% | 394 |
|
|
2025
Q4 | $25.1K | Sell |
768
-444
| -37% | -$14.4K | ﹤0.01% | 397 |
|
|
2025
Q3 | $38.7K | Buy |
1,212
+332
| +38% | +$10.1K | ﹤0.01% | 359 |
|
|
2025
Q2 | $25.7K | Buy |
880
+233
| +36% | +$6.16K | ﹤0.01% | 378 |
|
|
2025
Q1 | $16.2K | Buy |
+647
| New | +$17.7K | ﹤0.01% | 362 |
|
|
2024
Q4 | – | Sell |
-188
| Closed | -$4.9K | – | 454 |
|
|
2024
Q3 | $4.9K | Hold |
188
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $4.73K | Hold |
188
| – | – | ﹤0.01% | 339 |
|
|
2024
Q1 | $4.35K | Sell |
188
-88
| -32% | -$1.95K | ﹤0.01% | 360 |
|
|
2023
Q4 | $5.72K | Buy |
+276
| New | +$5.34K | ﹤0.01% | 335 |
|
|
2023
Q3 | – | Sell |
-216
| Closed | -$4.03K | – | 336 |
|
|
2023
Q2 | $4.03K | Buy |
+216
| New | +$3.7K | ﹤0.01% | 312 |
|
|
2023
Q1 | – | Sell |
-56
| Closed | -$782 | – | 331 |
|
|
2022
Q4 | $782 | Hold |
56
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 999 |
|
|
2022
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 992 |
|
|
2022
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 954 |
|
|
2021
Q4 | $1K | Sell |
56
-264
| -83% | -$5.28K | ﹤0.01% | 953 |
|
|
2021
Q3 | $6K | Hold |
320
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $6K | Hold |
320
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $5K | Hold |
320
| – | – | ﹤0.01% | 636 |
|
|
2020
Q4 | $5K | Hold |
320
| – | – | ﹤0.01% | 621 |
|
|
2020
Q3 | $5K | Hold |
320
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $4K | Hold |
320
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $3K | Hold |
320
| – | – | ﹤0.01% | 591 |
|
|
2019
Q4 | $4K | Hold |
320
| – | – | ﹤0.01% | 592 |
|
|
2019
Q3 | $3K | Hold |
320
| – | – | ﹤0.01% | 640 |
|
|
2019
Q2 | $3K | Hold |
320
| – | – | ﹤0.01% | 622 |
|
|
2019
Q1 | $3K | Hold |
320
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $3K | Hold |
320
| – | – | ﹤0.01% | 623 |
|
|
2018
Q3 | $3K | Hold |
320
| – | – | ﹤0.01% | 678 |
|
|
2018
Q2 | $3K | Hold |
320
| – | – | ﹤0.01% | 619 |
|
|
2018
Q1 | $3K | Buy |
320
+40
| +14% | +$369 | ﹤0.01% | 716 |
|
|
2017
Q4 | $2K | Buy |
+280
| New | +$2.41K | ﹤0.01% | 730 |
|
Other funds holding SCHG
Howe & Rusling's SCHG Position: Q2 2026 in Review
Howe & Rusling reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.3% in Q2 2026, selling an estimated $2.65K and leaving 784 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #406.
Howe & Rusling first reported a position in SCHG in Q4 2017 and has held it in 32 quarters since. The position peaked at $38.7K in Q3 2025. 1,680 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- Howe & Rusling held 784 shares of Schwab US Large-Cap Growth ETF worth $26.5K as of Q2 2026.
- Howe & Rusling sold 80 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.65K.
- Schwab US Large-Cap Growth ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #406 holding.
- Howe & Rusling first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 32 quarters since.
- Howe & Rusling's Schwab US Large-Cap Growth ETF position peaked at $38.7K in Q3 2025.
- 1,680 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.