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Ironwood Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ironwood Financial’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 		$532K Sell
15,471
-317
-2% -$10.5K 0.08% 118
2026
Q1 		$460K Buy
15,788
+70
+0.4% +$2.18K 0.08% 115
2025
Q4 		$517K Sell
15,718
-961
-6% -$31.3K 0.09% 112
2025
Q3 		$532K Sell
16,679
-848
-5% -$25.8K 0.09% 110
2025
Q2 		$439K Hold
17,527
– – 0.09% 113
2025
Q1 		$439K Buy
17,527
+384
+2% +$10.5K 0.09% 113
2024
Q4 		$478K Buy
17,143
+275
+2% +$7.52K 0.1% 109
2024
Q3 		$439K Sell
16,868
-236
-1% -$5.94K 0.09% 112
2024
Q2 		$431K Buy
17,104
+8
+0% +$189 0.1% 110
2024
Q1 		$396K Sell
17,096
-28
-0.2% -$619 0.09% 117
2023
Q4 		$355K Buy
17,124
+20
+0.1% +$387 0.09% 115
2023
Q3 		$311K Buy
17,104
+36
+0.2% +$678 0.08% 116
2023
Q2 		$320K Buy
17,068
+1,000
+6% +$17.1K 0.08% 116
2023
Q1 		$262K Hold
16,068
– – 0.07% 127
2022
Q4 		$223K Buy
+16,068
New +$231K 0.07% 133
2021
Q4 		– Sell
-7,448
Closed -$138K – 454
2021
Q3 		$138K Hold
7,448
– – 0.04% 128
2021
Q2 		$136K Hold
7,448
– – 0.04% 126
2021
Q1 		$121K Sell
7,448
-136
-2% -$2.21K 0.04% 121
2020
Q4 		$122K Buy
7,584
+48
+0.6% +$728 0.05% 117
2020
Q3 		$108K Hold
7,536
– – 0.05% 82
2020
Q2 		$96K Hold
7,536
– – 0.05% 78
2020
Q1 		$75K Sell
7,536
-2,600
-26% -$29.7K 0.05% 70
2019
Q4 		$118K Hold
10,136
– – 0.05% 69
2019
Q3 		$106K Sell
10,136
-296
-3% -$3.12K 0.05% 72
2019
Q2 		$109K Hold
10,432
– – 0.05% 70
2019
Q1 		$104K Sell
10,432
-824
-7% -$7.79K 0.05% 70
2018
Q4 		$97K Buy
11,256
+832
+8% +$7.75K 0.05% 72
2018
Q3 		$107K Buy
10,424
+40
+0.4% +$398 0.06% 70
2018
Q2 		$98K Sell
10,384
-232
-2% -$2.16K 0.06% 64
2018
Q1 		$95K Hold
10,616
– – 0.1% 54
2017
Q4 		$94K Sell
10,616
-808
-7% -$6.94K 0.06% 64
2017
Q3 		$94K Hold
11,424
– – 0.06% 67
2017
Q2 		$90K Hold
11,424
– – 0.06% 65
2017
Q1 		$86K Hold
11,424
– – 0.06% 68
2016
Q4 		$80K Sell
11,424
-856
-7% -$5.92K 0.06% 73
2016
Q3 		$85K Sell
12,280
-800
-6% -$5.49K 0.06% 66
2016
Q2 		$86K Sell
13,080
-864
-6% -$5.68K 0.06% 67
2016
Q1 		$91K Buy
+13,944
New +$86.4K 0.07% 65
2015
Q3 		$103K Buy
16,464
+1,320
+9% +$8.79K 0.05% 88
2015
Q2 		$102K Sell
15,144
-2,496
-14% -$17K 0.05% 82
2015
Q1 		$119K Buy
17,640
+4,216
+31% +$27.9K 0.06% 82
2014
Q4 		$87K Buy
+13,424
New +$84.5K 0.05% 83

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ironwood Financial's SCHG Position: Q2 2026 in Review

Ironwood Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q2 2026, selling an estimated $10.5K and leaving 15,471 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #118.

Ironwood Financial first reported a position in SCHG in Q4 2014 and has held it in 42 quarters since. The position peaked at $532K in Q3 2025. 560 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Ironwood Financial held 15,471 shares of Schwab US Large-Cap Growth ETF worth $532K as of Q2 2026.
  • Ironwood Financial sold 317 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $10.5K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Ironwood Financial's portfolio in Q2 2026, its #118 holding.
  • Ironwood Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 42 quarters since.
  • Ironwood Financial's Schwab US Large-Cap Growth ETF position peaked at $532K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.