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

Magnolia 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 		– Sell
-5,200
Closed -$151K – 158
2026
Q1 		$151K Buy
+5,200
New +$162K 0.09% 19

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

Magnolia Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 5,200 shares — an estimated $151K sold.

Magnolia Wealth Management first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $151K in Q1 2026. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 5,200 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $151K.
  • Magnolia Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $151K in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.