Howe & Rusling’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Howe & Rusling’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	$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

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

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. 1,674 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.
1,674 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.