Meriwether Wealth & Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Meriwether Wealth & Planning’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	$22.2M	Buy	656,757 +14,802	+2%	+$490K	11.02%	2
2026 Q1	$18.7M	Sell	641,955 -79,966	-11%	-$2.49M	10.24%	2
2025 Q4	$23.5M	Sell	721,921 -359	-0%	-$11.7K	13.28%	1
2025 Q3	$23M	Buy	722,280 +28,968	+4%	+$883K	13.35%	1
2025 Q2	$20.3M	Buy	693,312 +25,800	+4%	+$682K	12.69%	1
2025 Q1	$16.7M	Buy	667,512 +89,026	+15%	+$2.44M	10.91%	2
2024 Q4	$16.1M	Buy	+578,486	New	+$15.8M	11.48%	1

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Meriwether Wealth & Planning's SCHG Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, buying an estimated $490K and bringing the position to 656,757 shares worth $22.2M. The position accounts for 11.02% of the portfolio, ranked #2.

Meriwether Wealth & Planning first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.5M in Q4 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Meriwether Wealth & Planning held 656,757 shares of Schwab US Large-Cap Growth ETF worth $22.2M as of Q2 2026.
Meriwether Wealth & Planning bought 14,802 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $490K.
Schwab US Large-Cap Growth ETF made up 11.02% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #2 holding.
Meriwether Wealth & Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Schwab US Large-Cap Growth ETF position peaked at $23.5M in Q4 2025.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.