JPL Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JPL Wealth Management’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	$62.3K	Hold	1,840	–	–	0.01%	234
2026 Q1	$53.6K	Buy	+1,840	New	+$57.2K	0.01%	228
2025 Q4	–	Sell	-1,840	Closed	-$58.7K	–	937
2025 Q3	$58.7K	Buy	+1,840	New	+$56.1K	0.01%	233
2025 Q2	–	Sell	-8,756	Closed	-$219K	–	115
2025 Q1	$219K	Hold	8,756	–	–	0.06%	110
2024 Q4	$244K	Buy	+8,756	New	+$239K	0.07%	116

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JPL Wealth Management's SCHG Position: Q2 2026 in Review

JPL Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,840 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #234.

JPL Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

JPL Wealth Management held 1,840 shares of Schwab US Large-Cap Growth ETF worth $62.3K as of Q2 2026.
JPL Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #234 holding.
JPL Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
JPL Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $244K in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.