Madison Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Madison Wealth Partners’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	$4.44M	Sell	131,239 -7,755	-6%	-$257K	0.57%	33
2026 Q1	$4.05M	Buy	138,994 +5,589	+4%	+$174K	0.65%	27
2025 Q4	$4.35M	Buy	133,405 +56,779	+74%	+$1.85M	0.79%	24
2025 Q3	$2.45M	Buy	76,626 +513	+0.7%	+$15.6K	0.48%	33
2025 Q2	$2.22M	Sell	76,113 -10,712	-12%	-$283K	0.49%	31
2025 Q1	$2.17M	Buy	86,825 +3,586	+4%	+$98.2K	0.54%	31
2024 Q4	$2.32M	Buy	83,239 +6,187	+8%	+$169K	0.65%	27
2024 Q3	$2.01M	Buy	77,052 +12,616	+20%	+$317K	0.59%	27
2024 Q2	$1.62M	Buy	64,436 +5,736	+10%	+$135K	0.56%	26
2024 Q1	$1.36M	Buy	58,700 +12,416	+27%	+$275K	0.49%	25
2023 Q4	$960K	Buy	+46,284	New	+$895K	0.38%	33

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

Madison Wealth Partners's SCHG Position: Q2 2026 in Review

Madison Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.6% in Q2 2026, selling an estimated $257K and leaving 131,239 shares worth $4.44M. The position accounts for 0.57% of the portfolio, ranked #33.

Madison Wealth Partners first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Madison Wealth Partners held 131,239 shares of Schwab US Large-Cap Growth ETF worth $4.44M as of Q2 2026.
Madison Wealth Partners sold 7,755 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $257K.
Schwab US Large-Cap Growth ETF made up 0.57% of Madison Wealth Partners's portfolio in Q2 2026, its #33 holding.
Madison Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.