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

Lakeridge 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	$896K	Buy	26,467 +3,066	+13%	+$102K	0.33%	61
2026 Q1	$682K	Buy	23,401 +3,892	+20%	+$121K	0.29%	73
2025 Q4	$636K	Buy	19,509 +1,148	+6%	+$37.3K	0.29%	73
2025 Q3	$586K	Sell	18,361 -3,942	-18%	-$120K	0.26%	72
2025 Q2	$651K	Sell	22,303 -1,601	-7%	-$42.3K	0.3%	62
2025 Q1	$599K	Buy	23,904 +2,181	+10%	+$59.7K	0.3%	64
2024 Q4	$605K	Sell	21,723 -1,433	-6%	-$39.2K	0.31%	67
2024 Q3	$603K	Buy	23,156 +1,920	+9%	+$48.3K	0.33%	64
2024 Q2	$535K	Sell	21,236 -1,864	-8%	-$44K	0.32%	64
2024 Q1	$535K	Buy	23,100 +520	+2%	+$11.5K	0.35%	59
2023 Q4	$468K	Buy	+22,580	New	+$437K	0.34%	61

Other funds holding SCHG

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return