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

Latko 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	$7.65M	Sell	226,197 -4,863	-2%	-$161K	3.25%	11
2026 Q1	$6.73M	Buy	231,060 +34,986	+18%	+$1.09M	3.28%	10
2025 Q4	$6.4M	Buy	196,074 +47,382	+32%	+$1.54M	3.13%	11
2025 Q3	$4.74M	Buy	148,692 +33,609	+29%	+$1.02M	2.41%	12
2025 Q2	$3.36M	Buy	115,083 +10,469	+10%	+$277K	1.89%	12
2025 Q1	$2.62M	Buy	104,614 +2,635	+3%	+$72.2K	1.7%	12
2024 Q4	$2.84M	Buy	101,979 +3,819	+4%	+$104K	1.68%	12
2024 Q3	$2.56M	Buy	+98,160	New	+$2.47M	1.55%	13

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Latko Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q2 2026, selling an estimated $161K and leaving 226,197 shares worth $7.65M. The position accounts for 3.25% of the portfolio, ranked #11.

Latko Wealth Management first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Latko Wealth Management held 226,197 shares of Schwab US Large-Cap Growth ETF worth $7.65M as of Q2 2026.
Latko Wealth Management sold 4,863 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $161K.
Schwab US Large-Cap Growth ETF made up 3.25% of Latko Wealth Management's portfolio in Q2 2026, its #11 holding.
Latko Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.