Juncture Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Juncture Wealth Strategies’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	$1.8M	Sell	53,054 -7,999	-13%	-$265K	0.47%	46
2026 Q1	$1.78M	Buy	61,053 +32,670	+115%	+$1.02M	0.59%	32
2025 Q4	$926K	Buy	28,383 +12	+0%	+$390	0.3%	52
2025 Q3	$905K	Buy	28,371 +1,445	+5%	+$44K	0.3%	52
2025 Q2	$787K	Buy	+26,926	New	+$712K	0.28%	53

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Juncture Wealth Strategies's SCHG Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, selling an estimated $265K and leaving 53,054 shares worth $1.8M. The position accounts for 0.47% of the portfolio, ranked #46.

Juncture Wealth Strategies first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 742 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Juncture Wealth Strategies held 53,054 shares of Schwab US Large-Cap Growth ETF worth $1.8M as of Q2 2026.
Juncture Wealth Strategies sold 7,999 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $265K.
Schwab US Large-Cap Growth ETF made up 0.47% of Juncture Wealth Strategies's portfolio in Q2 2026, its #46 holding.
Juncture Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
742 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.