McKinley Carter Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

McKinley Carter Wealth Services’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	$1.89M	Buy	55,969 +1,854	+3%	+$61.4K	0.1%	129
2026 Q1	$1.58M	Sell	54,115 -3,305	-6%	-$103K	0.09%	138
2025 Q4	$1.87M	Sell	57,420 -22,411	-28%	-$729K	0.1%	129
2025 Q3	$2.55M	Sell	79,831 -1,380	-2%	-$42.1K	0.13%	110
2025 Q2	$2.37M	Buy	81,211 +58,943	+265%	+$1.56M	0.13%	106
2025 Q1	$558K	Buy	+22,268	New	+$610K	0.03%	197
2020 Q1	–	Sell	-7,016	Closed	-$82K	–	172
2019 Q4	$82K	Buy	+7,016	New	+$77.3K	0.02%	172

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

McKinley Carter Wealth Services's SCHG Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q2 2026, buying an estimated $61.4K and bringing the position to 55,969 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #129.

McKinley Carter Wealth Services first reported a position in SCHG in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.55M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

McKinley Carter Wealth Services held 55,969 shares of Schwab US Large-Cap Growth ETF worth $1.89M as of Q2 2026.
McKinley Carter Wealth Services bought 1,854 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $61.4K.
Schwab US Large-Cap Growth ETF made up 0.1% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #129 holding.
McKinley Carter Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 7 quarters since.
McKinley Carter Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $2.55M in Q3 2025.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.