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Johnson Bixby & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Johnson Bixby & Associates’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 		– Sell
-9,034
Closed -$263K – 137
2026
Q1 		$263K Buy
+9,034
New +$281K 0.03% 111

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Johnson Bixby & Associates's SCHG Position: Q2 2026 in Review

Johnson Bixby & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 9,034 shares — an estimated $263K sold.

Johnson Bixby & Associates first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $263K in Q1 2026. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Johnson Bixby & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Bixby & Associates sold 9,034 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $263K.
  • Johnson Bixby & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Johnson Bixby & Associates's Schwab US Large-Cap Growth ETF position peaked at $263K in Q1 2026.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.