MBM Wealth Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MBM Wealth Consultants’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	-1,653	Closed	-$48.2K	–	315
2026 Q1	$48.2K	Buy	+1,653	New	+$51.4K	0.01%	158
2023 Q2	–	Sell	-2,032	Closed	-$33K	–	234
2023 Q1	$33K	Hold	2,032	–	–	0.01%	172
2022 Q4	$28K	Hold	2,032	–	–	0.01%	187
2022 Q3	$29K	Hold	2,032	–	–	0.01%	174
2022 Q2	$29K	Sell	2,032 -536	-21%	-$8.57K	0.01%	182
2022 Q1	$48K	Hold	2,568	–	–	0.02%	182
2021 Q4	$53K	Sell	2,568 -240	-9%	-$4.8K	0.02%	152
2021 Q3	$52K	Sell	2,808 -160	-5%	-$3.05K	0.02%	146
2021 Q2	$54K	Buy	2,968 +80	+3%	+$1.38K	0.03%	139
2021 Q1	$47K	Hold	2,888	–	–	0.02%	137
2020 Q4	$46K	Sell	2,888 -160	-5%	-$2.43K	0.03%	135
2020 Q3	$44K	Hold	3,048	–	–	0.03%	136
2020 Q2	$39K	Sell	3,048 -480	-14%	-$5.6K	0.03%	131
2020 Q1	$35K	Hold	3,528	–	–	0.03%	119
2019 Q4	$41K	Sell	3,528 -192	-5%	-$2.12K	0.03%	129
2019 Q3	$39K	Hold	3,720	–	–	0.03%	129
2019 Q2	$39K	Hold	3,720	–	–	0.03%	127
2019 Q1	$37K	Hold	3,720	–	–	0.03%	130
2018 Q4	$32K	Buy	+3,720	New	+$34.6K	0.03%	145

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

MBM Wealth Consultants's SCHG Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 1,653 shares — an estimated $48.2K sold.

MBM Wealth Consultants first reported a position in SCHG in Q4 2018 and held it in 19 quarters. The position peaked at $54K in Q2 2021. 1,658 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

MBM Wealth Consultants reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 1,653 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $48.2K.
MBM Wealth Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Schwab US Large-Cap Growth ETF position peaked at $54K in Q2 2021.
1,658 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.