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JFS Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JFS Wealth Advisors’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 		$6.86M Sell
202,784
-4,228
-2% -$140K 0.34% 57
2026
Q1 		$6.03M Sell
207,012
-2,660
-1% -$82.7K 0.34% 55
2025
Q4 		$6.84M Sell
209,672
-1,022
-0.5% -$33.2K 0.39% 50
2025
Q3 		$6.72M Sell
210,694
-3,847
-2% -$117K 0.39% 48
2025
Q2 		$6.27M Sell
214,541
-818
-0.4% -$21.6K 0.4% 46
2025
Q1 		$5.39M Sell
215,359
-7,411
-3% -$203K 0.37% 46
2024
Q4 		$6.21M Sell
222,770
-18,722
-8% -$512K 0.42% 42
2024
Q3 		$6.29M Sell
241,492
-1,856
-0.8% -$46.7K 0.42% 42
2024
Q2 		$6.13M Sell
243,348
-10,164
-4% -$240K 0.48% 40
2024
Q1 		$5.88M Sell
253,512
-53,984
-18% -$1.19M 0.47% 40
2023
Q4 		$6.38M Sell
307,496
-13,924
-4% -$269K 0.54% 37
2023
Q3 		$5.84M Sell
321,420
-1,316
-0.4% -$24.8K 0.55% 38
2023
Q2 		$6.05M Sell
322,736
-6,532
-2% -$112K 0.54% 37
2023
Q1 		$5.36M Sell
329,268
-3,008
-0.9% -$45.7K 0.51% 41
2022
Q4 		$4.62M Sell
332,276
-29,724
-8% -$427K 0.45% 45
2022
Q3 		$5.05M Buy
362,000
+1,156
+0.3% +$18.1K 0.55% 35
2022
Q2 		$5.23M Sell
360,844
-6,088
-2% -$97.3K 0.55% 36
2022
Q1 		$6.86M Sell
366,932
-43,396
-11% -$791K 0.65% 32
2021
Q4 		$8.4M Buy
410,328
+13,712
+3% +$274K 0.79% 27
2021
Q3 		$7.34M Sell
396,616
-64,048
-14% -$1.22M 0.75% 27
2021
Q2 		$8.4M Sell
460,664
-105,712
-19% -$1.83M 1.25% 17
2021
Q1 		$9.19M Buy
566,376
+16,192
+3% +$263K 1.87% 11
2020
Q4 		$8.83M Sell
550,184
-6,696
-1% -$102K 1.85% 14
2020
Q3 		$8.02M Buy
556,880
+44,864
+9% +$625K 1.91% 15
2020
Q2 		$6.5M Buy
512,016
+155,224
+44% +$1.81M 1.68% 14
2020
Q1 		$3.55M Sell
356,792
-8,344
-2% -$95.2K 1.07% 25
2019
Q4 		$4.24M Sell
365,136
-448
-0.1% -$4.94K 1.04% 23
2019
Q3 		$3.84M Sell
365,584
-11,104
-3% -$117K 0.98% 25
2019
Q2 		$3.92M Sell
376,688
-24,264
-6% -$247K 0.99% 24
2019
Q1 		$3.98M Sell
400,952
-5,712
-1% -$54K 1.04% 24
2018
Q4 		$3.5M Sell
406,664
-16,624
-4% -$155K 0.94% 28
2018
Q3 		$4.34M Sell
423,288
-191,688
-31% -$1.91M 1.12% 22
2018
Q2 		$5.83M Sell
614,976
-26,000
-4% -$242K 1.53% 17
2018
Q1 		$5.75M Sell
640,976
-33,920
-5% -$313K 1.52% 19
2017
Q4 		$5.96M Buy
674,896
+16,240
+2% +$140K 1.46% 17
2017
Q3 		$5.44M Buy
658,656
+14,816
+2% +$120K 1.41% 18
2017
Q2 		$5.09M Sell
643,840
-22,440
-3% -$175K 1.4% 19
2017
Q1 		$4.65M Hold
666,280
– – 1.26% 22
2016
Q4 		$4.65M Buy
666,280
+13,280
+2% +$91.8K 1.26% 22
2016
Q3 		$4.53M Buy
653,000
+33,944
+5% +$233K 1.29% 19
2016
Q2 		$4.06M Buy
619,056
+50,368
+9% +$331K 1.12% 20
2016
Q1 		$3.73M Sell
568,688
-6,224
-1% -$38.6K 1.1% 24
2015
Q4 		$3.8M Buy
574,912
+4,216
+0.7% +$28.1K 1.09% 24
2015
Q3 		$3.56M Buy
+570,696
New +$3.8M 1.57% 18

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JFS Wealth Advisors's SCHG Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q2 2026, selling an estimated $140K and leaving 202,784 shares worth $6.86M. The position accounts for 0.34% of the portfolio, ranked #57.

JFS Wealth Advisors first reported a position in SCHG in Q3 2015 and has held it in 44 quarters since. The position peaked at $9.19M in Q1 2021. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • JFS Wealth Advisors held 202,784 shares of Schwab US Large-Cap Growth ETF worth $6.86M as of Q2 2026.
  • JFS Wealth Advisors sold 4,228 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $140K.
  • Schwab US Large-Cap Growth ETF made up 0.34% of JFS Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • JFS Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and has held it in 44 quarters since.
  • JFS Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $9.19M in Q1 2021.
  • 390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.