Mid-American Wealth Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mid-American Wealth Advisory Group’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	-7,152	Closed	-$233K	–	75
2026 Q1	$233K	Hold	7,152	–	–	0.1%	54
2025 Q4	$233K	Buy	+7,152	New	+$233K	0.1%	54
2025 Q3	–	Sell	-889	Closed	-$26K	–	263
2025 Q2	$26K	Buy	+889	New	+$23.5K	0.01%	107
2022 Q1	–	Sell	-319,240	Closed	-$6.53M	–	75
2021 Q4	$6.53M	Buy	+319,240	New	+$6.38M	5.25%	4

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

Mid-American Wealth Advisory Group's SCHG Position: Q2 2026 in Review

Mid-American Wealth Advisory Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 7,152 shares — an estimated $233K sold.

Mid-American Wealth Advisory Group first reported a position in SCHG in Q4 2021 and held it in 4 quarters. The position peaked at $6.53M in Q4 2021. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Mid-American Wealth Advisory Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 7,152 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $233K.
Mid-American Wealth Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
Mid-American Wealth Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $6.53M in Q4 2021.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.