May Barnhard Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

May Barnhard Investments’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	$11.3M	Sell	332,973 -8,099	-2%	-$268K	4.56%	4
2026 Q1	$9.94M	Sell	341,072 -20,162	-6%	-$627K	4.82%	3
2025 Q4	$11.8M	Sell	361,234 -28,009	-7%	-$911K	5.57%	2
2025 Q3	$12.4M	Sell	389,243 -18,788	-5%	-$573K	5.76%	2
2025 Q2	$11.9M	Sell	408,031 -4,555	-1%	-$120K	5.57%	2
2025 Q1	$10.3M	Buy	412,586 +4,770	+1%	+$131K	5.16%	2
2024 Q4	$11.4M	Sell	407,816 -2,260	-0.6%	-$61.8K	5.41%	2
2024 Q3	$10.7M	Sell	410,076 -30,448	-7%	-$766K	5.22%	3
2024 Q2	$11.1M	Sell	440,524 -40,028	-8%	-$944K	5.73%	2
2024 Q1	$11.1M	Sell	480,552 -64,380	-12%	-$1.42M	5.58%	3
2023 Q4	$11.3M	Buy	+544,932	New	+$10.5M	5.81%	3

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

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

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

May Barnhard Investments's SCHG Position: Q2 2026 in Review

May Barnhard Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q2 2026, selling an estimated $268K and leaving 332,973 shares worth $11.3M. The position accounts for 4.56% of the portfolio, ranked #4.

May Barnhard Investments first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q3 2025. 475 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

May Barnhard Investments held 332,973 shares of Schwab US Large-Cap Growth ETF worth $11.3M as of Q2 2026.
May Barnhard Investments sold 8,099 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $268K.
Schwab US Large-Cap Growth ETF made up 4.56% of May Barnhard Investments's portfolio in Q2 2026, its #4 holding.
May Barnhard Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's Schwab US Large-Cap Growth ETF position peaked at $12.4M in Q3 2025.
475 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.