Main Street Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Main Street Group’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	$137K	Sell	4,063 -177	-4%	-$5.87K	0.03%	143
2026 Q1	$124K	Buy	+4,240	New	+$132K	0.04%	143
2025 Q4	–	Sell	-4,347	Closed	-$139K	–	497
2025 Q3	$139K	Buy	4,347 +4	+0.1%	+$122	0.04%	127
2025 Q2	$127K	Sell	4,343 -207	-5%	-$5.47K	0.04%	127
2025 Q1	$114K	Buy	4,550 +2	+0%	+$55	0.04%	140
2024 Q4	$127K	Hold	4,548	–	–	0.05%	126
2024 Q3	$118K	Hold	4,548	–	–	0.05%	130
2024 Q2	$116K	Sell	4,548 -108	-2%	-$2.55K	0.05%	149
2024 Q1	$108K	Sell	4,656 -4	-0.1%	-$88	0.05%	177
2023 Q4	$96.7K	Buy	+4,660	New	+$90.1K	0.03%	247

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Main Street Group's SCHG Position: Q2 2026 in Review

Main Street Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q2 2026, selling an estimated $5.87K and leaving 4,063 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #143.

Main Street Group first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $139K in Q3 2025. 569 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Main Street Group held 4,063 shares of Schwab US Large-Cap Growth ETF worth $137K as of Q2 2026.
Main Street Group sold 177 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.87K.
Schwab US Large-Cap Growth ETF made up 0.03% of Main Street Group's portfolio in Q2 2026, its #143 holding.
Main Street Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's Schwab US Large-Cap Growth ETF position peaked at $139K in Q3 2025.
569 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.