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

LongView 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	$5.18M	Buy	153,019 +10,262	+7%	+$340K	1.33%	15
2026 Q1	$4.5M	Buy	142,757 +47,187	+49%	+$1.47M	1.13%	18
2025 Q4	$3.15M	Buy	95,570 +51,218	+115%	+$1.67M	0.76%	35
2025 Q3	$1.42M	Buy	44,352 +3,564	+9%	+$109K	0.38%	59
2025 Q2	$1.19M	Sell	40,788 -141,455	-78%	-$3.74M	0.36%	62
2025 Q1	$4.56M	Buy	182,243 +27,164	+18%	+$744K	1.37%	18
2024 Q4	$4.32M	Buy	155,079 +11,007	+8%	+$301K	1.32%	19
2024 Q3	$3.75M	Buy	144,072 +20,392	+16%	+$513K	1.2%	20
2024 Q2	$3.12M	Sell	123,680 -9,268	-7%	-$219K	1.15%	22
2024 Q1	$3.08M	Buy	132,948 +8,452	+7%	+$187K	1.22%	22
2023 Q4	$2.57M	Buy	+124,496	New	+$2.41M	1.15%	21

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

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

LongView Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.2% in Q2 2026, buying an estimated $340K and bringing the position to 153,019 shares worth $5.18M. The position accounts for 1.33% of the portfolio, ranked #15.

LongView Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

LongView Wealth Management held 153,019 shares of Schwab US Large-Cap Growth ETF worth $5.18M as of Q2 2026.
LongView Wealth Management bought 10,262 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $340K.
Schwab US Large-Cap Growth ETF made up 1.33% of LongView Wealth Management's portfolio in Q2 2026, its #15 holding.
LongView Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.