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

LWM 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	$316K	Sell	9,331 -459	-5%	-$15.2K	0.24%	28
2026 Q1	$285K	Buy	9,790 +2	+0%	+$62	0.25%	26
2025 Q4	$319K	Buy	9,788 +1	+0%	+$33	0.28%	24
2025 Q3	$312K	Sell	9,787 -576	-6%	-$17.6K	0.28%	23
2025 Q2	$303K	Buy	10,363 +1	+0%	+$26	0.29%	22
2025 Q1	$269K	Buy	+10,362	New	+$284K	0.28%	23

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LWM Advisors's SCHG Position: Q2 2026 in Review

LWM Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q2 2026, selling an estimated $15.2K and leaving 9,331 shares worth $316K. The position accounts for 0.24% of the portfolio, ranked #28.

LWM Advisors first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $319K in Q4 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

LWM Advisors held 9,331 shares of Schwab US Large-Cap Growth ETF worth $316K as of Q2 2026.
LWM Advisors sold 459 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.2K.
Schwab US Large-Cap Growth ETF made up 0.24% of LWM Advisors's portfolio in Q2 2026, its #28 holding.
LWM Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
LWM Advisors's Schwab US Large-Cap Growth ETF position peaked at $319K in Q4 2025.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.