LexAurum Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

LexAurum Advisors’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	$2.89M	Buy	85,267 +3,420	+4%	+$113K	0.33%	65
2026 Q1	$2.38M	Buy	+81,847	New	+$2.54M	0.31%	62
2025 Q3	$2.48M	Sell	77,658 -10,828	-12%	-$330K	0.35%	55
2025 Q2	$2.58M	Buy	88,486 +33,187	+60%	+$877K	0.41%	49
2025 Q1	$1.38M	Buy	55,299 +32,236	+140%	+$883K	0.27%	79
2024 Q4	$643K	Buy	+23,063	New	+$631K	0.13%	152
2024 Q3	–	Sell	-9,668	Closed	-$244K	–	322
2024 Q2	$244K	Sell	9,668 -20	-0.2%	-$472	0.06%	253
2024 Q1	$225K	Sell	9,688 -200	-2%	-$4.42K	0.06%	270
2023 Q4	$205K	Buy	+9,888	New	+$191K	0.05%	276

Other funds holding SCHG

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

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

GAM

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

CST

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

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LexAurum Advisors's SCHG Position: Q2 2026 in Review

LexAurum Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q2 2026, buying an estimated $113K and bringing the position to 85,267 shares worth $2.89M. The position accounts for 0.33% of the portfolio, ranked #65.

LexAurum Advisors first reported a position in SCHG in Q4 2023 and has held it in 9 quarters since. 409 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

LexAurum Advisors held 85,267 shares of Schwab US Large-Cap Growth ETF worth $2.89M as of Q2 2026.
LexAurum Advisors bought 3,420 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $113K.
Schwab US Large-Cap Growth ETF made up 0.33% of LexAurum Advisors's portfolio in Q2 2026, its #65 holding.
LexAurum Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
409 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.