Investment Research & Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Investment Research & Advisory Group’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	$20.9K	Buy	617 +1	+0.2%	+$33	0.01%	198
2026 Q1	$17.9K	Buy	616 +4	+0.7%	+$124	0.01%	182
2025 Q4	$20K	Sell	612 -1	-0.2%	-$33	0.01%	168
2025 Q3	$19.6K	Buy	613 +2	+0.3%	+$61	0.01%	153
2025 Q2	$17.9K	Buy	611 +3	+0.5%	+$79	0.01%	153
2025 Q1	$15.2K	Buy	+608	New	+$16.7K	0.01%	153
2023 Q3	–	Sell	-1,320	Closed	-$24.7K	–	231
2023 Q2	$24.7K	Buy	+1,320	New	+$22.6K	0.01%	123
2022 Q1	–	Sell	-1,168	Closed	-$24K	–	196
2021 Q4	$24K	Hold	1,168	–	–	0.01%	126
2021 Q3	$22K	Hold	1,168	–	–	0.01%	117
2021 Q2	$21K	Hold	1,168	–	–	0.01%	127
2021 Q1	$19K	Hold	1,168	–	–	0.01%	120
2020 Q4	$19K	Hold	1,168	–	–	0.01%	118
2020 Q3	$17K	Hold	1,168	–	–	0.01%	119
2020 Q2	$15K	Hold	1,168	–	–	0.01%	119
2020 Q1	$12K	Hold	1,168	–	–	0.01%	121
2019 Q4	$14K	Buy	+1,168	New	+$12.9K	0.01%	143

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment Research & Advisory Group's SCHG Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.16% in Q2 2026, buying an estimated $33 and bringing the position to 617 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #198.

Investment Research & Advisory Group first reported a position in SCHG in Q4 2019 and has held it in 16 quarters since. The position peaked at $24.7K in Q2 2023. 786 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Investment Research & Advisory Group held 617 shares of Schwab US Large-Cap Growth ETF worth $20.9K as of Q2 2026.
Investment Research & Advisory Group bought 1 Schwab US Large-Cap Growth ETF share in Q2 2026, an estimated $33.
Schwab US Large-Cap Growth ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #198 holding.
Investment Research & Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 16 quarters since.
Investment Research & Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $24.7K in Q2 2023.
786 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.