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Lederer & Associates Investment Counsel’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lederer & Associates Investment Counsel’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 		$1.72M Buy
50,678
+4,710
+10% +$156K 1.13% 27
2026
Q1 		$1.34M Buy
45,968
+2,254
+5% +$70.1K 0.95% 34
2025
Q4 		$1.43M Sell
43,714
-257
-0.6% -$8.36K 0.96% 34
2025
Q3 		$1.4M Buy
43,971
+19,447
+79% +$593K 0.91% 38
2025
Q2 		$716K Sell
24,524
-242
-1% -$6.4K 0.47% 66
2025
Q1 		$620K Buy
24,766
+839
+4% +$23K 0.45% 67
2024
Q4 		$667K Buy
23,927
+103
+0.4% +$2.82K 0.47% 68
2024
Q3 		$620K Sell
23,824
-4,392
-16% -$111K 0.44% 67
2024
Q2 		$711K Sell
28,216
-504
-2% -$11.9K 0.51% 65
2024
Q1 		$666K Sell
28,720
-2,640
-8% -$58.4K 0.46% 68
2023
Q4 		$650K Buy
31,360
+516
+2% +$9.98K 0.48% 67
2023
Q3 		$561K Buy
30,844
+1,292
+4% +$24.3K 0.45% 67
2023
Q2 		$554K Sell
29,552
-4,580
-13% -$78.5K 0.42% 69
2023
Q1 		$556K Sell
34,132
-1,204
-3% -$18.3K 0.43% 73
2022
Q4 		$491K Buy
35,336
+2,588
+8% +$37.2K 0.4% 74
2022
Q3 		$457K Sell
32,748
-228
-0.7% -$3.57K 0.39% 74
2022
Q2 		$478K Sell
32,976
-4,892
-13% -$78.2K 0.37% 74
2022
Q1 		$708K Sell
37,868
-12,188
-24% -$222K 0.43% 72
2021
Q4 		$1.02M Buy
50,056
+8,216
+20% +$164K 0.59% 57
2021
Q3 		$775K Sell
41,840
-1,456
-3% -$27.7K 0.5% 61
2021
Q2 		$790K Sell
43,296
-280
-0.6% -$4.84K 0.53% 57
2021
Q1 		$707K Sell
43,576
-4,520
-9% -$73.5K 0.5% 58
2020
Q4 		$772K Sell
48,096
-3,360
-7% -$51K 0.59% 52
2020
Q3 		$741K Buy
+51,456
New +$717K 0.62% 51

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
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
KF
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHG Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, buying an estimated $156K and bringing the position to 50,678 shares worth $1.72M. The position accounts for 1.13% of the portfolio, ranked #27.

Lederer & Associates Investment Counsel first reported a position in SCHG in Q3 2020 and has held it in 24 quarters since. 800 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Lederer & Associates Investment Counsel held 50,678 shares of Schwab US Large-Cap Growth ETF worth $1.72M as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 4,710 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $156K.
  • Schwab US Large-Cap Growth ETF made up 1.13% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #27 holding.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 800 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.