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LPWM LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

LPWM LLC’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 		– Sell
-7,761
Closed -$226K – 100
2026
Q1 		$226K Buy
+7,761
New +$241K 0.06% 89

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Osaic Holdings
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VIA
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Raymond James Financial
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LPWM LLC's SCHG Position: Q2 2026 in Review

LPWM LLC sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 7,761 shares — an estimated $226K sold.

LPWM LLC first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • LPWM LLC reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • LPWM LLC sold 7,761 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $226K.
  • LPWM LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • LPWM LLC's Schwab US Large-Cap Growth ETF position peaked at $226K in Q1 2026.
  • 1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.