Milestone Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Milestone Asset Management’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	$5.65M	Buy	166,901 +34,833	+26%	+$1.15M	0.89%	31
2026 Q1	$3.85M	Buy	132,068 +15,350	+13%	+$477K	0.71%	39
2025 Q4	$3.81M	Buy	116,718 +19,275	+20%	+$627K	0.72%	36
2025 Q3	$3.11M	Buy	97,443 +25,520	+35%	+$778K	0.59%	37
2025 Q2	$2.1M	Sell	71,923 -66,916	-48%	-$1.77M	0.44%	46
2025 Q1	$3.48M	Buy	+138,839	New	+$3.8M	0.74%	31

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Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return