Jamison Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHG
VIA
Jamison Private Wealth Management's SCHG Position: Q2 2026 in Review
Jamison Private Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.1% in Q2 2026, buying an estimated $33.5K and bringing the position to 15,326 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #165.
Jamison Private Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- Jamison Private Wealth Management held 15,326 shares of Schwab US Large-Cap Growth ETF worth $519K as of Q2 2026.
- Jamison Private Wealth Management bought 1,010 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $33.5K.
- Schwab US Large-Cap Growth ETF made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #165 holding.
- Jamison Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
- 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.