Independent Wealth Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Independent Wealth Network’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	$1.21M	Sell	35,662 -1,812	-5%	-$60K	0.31%	87
2026 Q1	$1.09M	Buy	37,474 +10,991	+42%	+$342K	0.32%	89
2025 Q4	$864K	Buy	26,483 +517	+2%	+$16.8K	0.26%	99
2025 Q3	$829K	Sell	25,966 -1,423	-5%	-$43.4K	0.27%	93
2025 Q2	$800K	Buy	27,389 +518	+2%	+$13.7K	0.29%	84
2025 Q1	$673K	Buy	26,871 +6,393	+31%	+$175K	0.27%	93
2024 Q4	$571K	Buy	20,478 +5,354	+35%	+$146K	0.23%	110
2024 Q3	$394K	Buy	15,124 +1,096	+8%	+$27.6K	0.17%	138
2024 Q2	$354K	Buy	14,028 +180	+1%	+$4.25K	0.16%	147
2024 Q1	$321K	Buy	13,848 +3,160	+30%	+$69.9K	0.15%	162
2023 Q4	$222K	Buy	+10,688	New	+$207K	0.12%	187
2022 Q1	–	Sell	-21,784	Closed	-$446K	–	234
2021 Q4	$446K	Buy	21,784 +1,928	+10%	+$38.5K	0.27%	106
2021 Q3	$404K	Buy	+19,856	New	+$378K	0.26%	109

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Independent Wealth Network's SCHG Position: Q2 2026 in Review

Independent Wealth Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.8% in Q2 2026, selling an estimated $60K and leaving 35,662 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #87.

Independent Wealth Network first reported a position in SCHG in Q3 2021 and has held it in 13 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Independent Wealth Network held 35,662 shares of Schwab US Large-Cap Growth ETF worth $1.21M as of Q2 2026.
Independent Wealth Network sold 1,812 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $60K.
Schwab US Large-Cap Growth ETF made up 0.31% of Independent Wealth Network's portfolio in Q2 2026, its #87 holding.
Independent Wealth Network first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 13 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.