L. Roy Papp & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

L. Roy Papp & 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	$677K	Hold	20,012	–	–	0.07%	116
2026 Q1	$583K	Sell	20,012 -400	-2%	-$12.4K	0.07%	118
2025 Q4	$666K	Sell	20,412 -692	-3%	-$22.5K	0.07%	115
2025 Q3	$673K	Sell	21,104 -1,317	-6%	-$40.1K	0.08%	111
2025 Q2	$655K	Sell	22,421 -520	-2%	-$13.7K	0.08%	113
2025 Q1	$574K	Sell	22,941 -1,480	-6%	-$40.5K	0.07%	119
2024 Q4	$681K	Sell	24,421 -139	-0.6%	-$3.8K	0.08%	106
2024 Q3	$640K	Sell	24,560 -1,200	-5%	-$30.2K	0.08%	104
2024 Q2	$649K	Sell	25,760 -492	-2%	-$11.6K	0.08%	106
2024 Q1	$609K	Sell	26,252 -1,940	-7%	-$42.9K	0.07%	112
2023 Q4	$585K	Sell	28,192 -400	-1%	-$7.74K	0.07%	111
2023 Q3	$520K	Sell	28,592 -176	-0.6%	-$3.31K	0.07%	113
2023 Q2	$539K	Hold	28,768	–	–	0.07%	117
2023 Q1	$469K	Hold	28,768	–	–	0.06%	121
2022 Q4	$400K	Hold	28,768	–	–	0.06%	130
2022 Q3	$401K	Hold	28,768	–	–	0.06%	124
2022 Q2	$417K	Hold	28,768	–	–	0.06%	126
2022 Q1	$538K	Sell	28,768 -2,160	-7%	-$39.4K	0.07%	123
2021 Q4	$633K	Sell	30,928 -400	-1%	-$8K	0.07%	123
2021 Q3	$580K	Sell	31,328 -2,000	-6%	-$38.1K	0.07%	122
2021 Q2	$608K	Sell	33,328 -520	-2%	-$9K	0.08%	121
2021 Q1	$549K	Sell	33,848 -4,256	-11%	-$69.3K	0.08%	117
2020 Q4	$612K	Sell	38,104 -2,200	-5%	-$33.4K	0.07%	121
2020 Q3	$580K	Sell	40,304 -5,504	-12%	-$76.7K	0.07%	120
2020 Q2	$581K	Sell	45,808 -3,936	-8%	-$45.9K	0.08%	123
2020 Q1	$495K	Sell	49,744 -1,496	-3%	-$17.1K	0.09%	120
2019 Q4	$595K	Sell	51,240 -2,848	-5%	-$31.4K	0.09%	123
2019 Q3	$568K	Sell	54,088 -6,240	-10%	-$65.8K	0.09%	120
2019 Q2	$627K	Buy	60,328 +10,760	+22%	+$109K	0.1%	120
2019 Q1	$492K	Sell	49,568 -4,896	-9%	-$46.3K	0.09%	111
2018 Q4	$469K	Sell	54,464 -1,704	-3%	-$15.9K	0.1%	109
2018 Q3	$576K	Sell	56,168 -46,320	-45%	-$461K	0.1%	109
2018 Q2	$971K	Buy	102,488 +4,120	+4%	+$38.4K	0.18%	84
2018 Q1	$882K	Sell	98,368 -20,632	-17%	-$190K	0.17%	93
2017 Q4	$1.05M	Buy	+119,000	New	+$1.02M	0.21%	82
2017 Q3	–	Sell	-165,024	Closed	-$1.3M	–	138
2017 Q2	$1.3M	Buy	+165,024	New	+$1.29M	0.28%	69
2017 Q1	–	Sell	-119,440	Closed	-$834K	–	148
2016 Q4	$834K	Buy	119,440 +4,496	+4%	+$31.1K	0.19%	85
2016 Q3	$797K	Sell	114,944 -3,720	-3%	-$25.5K	0.18%	88
2016 Q2	$778K	Sell	118,664 -21,480	-15%	-$141K	0.18%	93
2016 Q1	$918K	Buy	140,144 +1,120	+0.8%	+$6.94K	0.22%	84
2015 Q4	$918K	Sell	139,024 -296	-0.2%	-$1.98K	0.22%	83
2015 Q3	$870K	Buy	139,320 +1,480	+1%	+$9.85K	0.22%	79
2015 Q2	$925K	Buy	137,840 +10,136	+8%	+$69.1K	0.21%	85
2015 Q1	$860K	Hold	127,704	–	–	0.19%	90
2014 Q4	$827K	Hold	127,704	–	–	0.18%	92
2014 Q3	$785K	Buy	127,704 +2,400	+2%	+$14.8K	0.18%	87
2014 Q2	$760K	Sell	125,304 -4,800	-4%	-$28.1K	0.17%	87
2014 Q1	$748K	Sell	130,104 -6,560	-5%	-$37.3K	0.17%	86
2013 Q4	$773K	Buy	136,664 +18,000	+15%	+$97.3K	0.17%	83
2013 Q3	$609K	Hold	118,664	–	–	0.14%	88
2013 Q2	$565K	Buy	+118,664	New	+$568K	0.14%	91

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

L. Roy Papp & Associates's SCHG Position: Q2 2026 in Review

L. Roy Papp & Associates held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 20,012 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #116.

L. Roy Papp & Associates first reported a position in SCHG in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.3M in Q2 2017. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

L. Roy Papp & Associates held 20,012 shares of Schwab US Large-Cap Growth ETF worth $677K as of Q2 2026.
L. Roy Papp & Associates left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of L. Roy Papp & Associates's portfolio in Q2 2026, its #116 holding.
L. Roy Papp & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
L. Roy Papp & Associates's Schwab US Large-Cap Growth ETF position peaked at $1.3M in Q2 2017.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.