MassMutual Private Wealth & Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MassMutual Private Wealth & Trust’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	$1.79M	Sell	52,853 -348	-0.7%	-$11.5K	0.05%	204
2026 Q1	$1.55M	Buy	53,201 +508	+1%	+$15.8K	0.04%	213
2025 Q4	$1.72M	Sell	52,693 -3,655	-6%	-$119K	0.04%	205
2025 Q3	$1.8M	Buy	56,348 +5,205	+10%	+$159K	0.05%	204
2025 Q2	$1.49M	Buy	51,143 +3,868	+8%	+$102K	0.04%	216
2025 Q1	$1.18M	Sell	47,275 -9,152	-16%	-$251K	0.03%	233
2024 Q4	$1.57M	Buy	56,427 +6,139	+12%	+$168K	0.04%	218
2024 Q3	$1.31M	Buy	50,288 +3,928	+8%	+$98.8K	0.04%	224
2024 Q2	$1.17M	Sell	46,360 -6,768	-13%	-$160K	0.04%	229
2024 Q1	$1.23M	Sell	53,128 -19,204	-27%	-$425K	0.04%	229
2023 Q4	$1.5M	Buy	72,332 +16,124	+29%	+$312K	0.05%	208
2023 Q3	$1.02M	Buy	56,208 +688	+1%	+$12.9K	0.04%	223
2023 Q2	$1.04M	Buy	55,520 +22,692	+69%	+$389K	0.04%	219
2023 Q1	$535K	Buy	32,828 +13,108	+66%	+$199K	0.02%	262
2022 Q4	$274K	Buy	19,720 +10,264	+109%	+$148K	0.01%	322
2022 Q3	$132K	Buy	9,456 +908	+11%	+$14.2K	0.01%	361
2022 Q2	$124K	Buy	8,548 +3,140	+58%	+$50.2K	0.01%	365
2022 Q1	$101K	Buy	5,408 +1,208	+29%	+$22K	﹤0.01%	391
2021 Q4	$86K	Buy	4,200 +1,200	+40%	+$24K	﹤0.01%	426
2021 Q3	$56K	Hold	3,000	–	–	﹤0.01%	471
2021 Q2	$55K	Buy	+3,000	New	+$51.9K	﹤0.01%	463
2020 Q4	–	Sell	-816	Closed	-$12K	–	932
2020 Q3	$12K	Buy	+816	New	+$11.4K	﹤0.01%	558
2019 Q4	–	Sell	-672	Closed	-$7K	–	881
2019 Q3	$7K	Buy	+672	New	+$7.08K	﹤0.01%	645

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCHG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.65% in Q2 2026, selling an estimated $11.5K and leaving 52,853 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #204.

MassMutual Private Wealth & Trust first reported a position in SCHG in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.8M in Q3 2025. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

MassMutual Private Wealth & Trust held 52,853 shares of Schwab US Large-Cap Growth ETF worth $1.79M as of Q2 2026.
MassMutual Private Wealth & Trust sold 348 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.5K.
Schwab US Large-Cap Growth ETF made up 0.05% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #204 holding.
MassMutual Private Wealth & Trust first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 23 quarters since.
MassMutual Private Wealth & Trust's Schwab US Large-Cap Growth ETF position peaked at $1.8M in Q3 2025.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.