Medallion Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Medallion Wealth Advisors’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	$2.8M	Buy	82,676 +2,152	+3%	+$71.3K	0.88%	25
2026 Q1	$2.35M	Buy	80,524 +4,363	+6%	+$136K	0.77%	29
2025 Q4	$2.48M	Buy	76,161 +8,058	+12%	+$262K	0.83%	26
2025 Q3	$2.17M	Buy	68,103 +9,256	+16%	+$282K	0.77%	26
2025 Q2	$1.7M	Sell	58,847 -1,705	-3%	-$45.1K	0.66%	35
2025 Q1	$1.53M	Buy	60,552 +8,432	+16%	+$231K	0.69%	35
2024 Q4	$1.45M	Buy	+52,120	New	+$1.43M	0.72%	28

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

Medallion Wealth Advisors's SCHG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q2 2026, buying an estimated $71.3K and bringing the position to 82,676 shares worth $2.8M. The position accounts for 0.88% of the portfolio, ranked #25.

Medallion Wealth Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Medallion Wealth Advisors held 82,676 shares of Schwab US Large-Cap Growth ETF worth $2.8M as of Q2 2026.
Medallion Wealth Advisors bought 2,152 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $71.3K.
Schwab US Large-Cap Growth ETF made up 0.88% of Medallion Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Medallion Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.