MWM
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MinichMacGregor Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MinichMacGregor Wealth 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 		$16.6M Buy
491,767
+7,523
+2% +$249K 2.52% 11
2026
Q1 		$14.1M Buy
484,244
+17,440
+4% +$542K 2.49% 10
2025
Q4 		$15.2M Buy
466,804
+386
+0.1% +$12.6K 2.76% 9
2025
Q3 		$14.9M Buy
466,418
+158,800
+52% +$4.84M 2.9% 8
2025
Q2 		$8.99M Sell
307,618
-398,192
-56% -$10.5M 1.92% 25
2025
Q1 		$17.7M Sell
705,810
-607,332
-46% -$16.6M 3.96% 4
2024
Q4 		$36.6M Sell
1,313,142
-29,666
-2% -$811K 7.6% 1
2024
Q3 		$35M Buy
1,342,808
+383,316
+40% +$9.65M 7.5% 1
2024
Q2 		$24.2M Sell
959,492
-4,500
-0.5% -$106K 5.91% 1
2024
Q1 		$22.4M Sell
963,992
-708,776
-42% -$15.7M 5.71% 1
2023
Q4 		$34.7M Buy
1,672,768
+655,512
+64% +$12.7M 10.02% 1
2023
Q3 		$18.5M Buy
1,017,256
+15,040
+2% +$283K 6.13% 3
2023
Q2 		$18.8M Buy
1,002,216
+848,496
+552% +$14.5M 5.86% 3
2023
Q1 		$2.5M Buy
153,720
+9,336
+6% +$142K 0.83% 35
2022
Q4 		$2.01M Sell
144,384
-410,464
-74% -$5.9M 0.72% 31
2022
Q3 		$7.74M Sell
554,848
-235,828
-30% -$3.69M 3.09% 11
2022
Q2 		$11.5M Buy
790,676
+311,672
+65% +$4.98M 4.72% 5
2022
Q1 		$8.96M Buy
479,004
+4,548
+1% +$82.9K 2.86% 10
2021
Q4 		$9.71M Buy
474,456
+6,936
+1% +$139K 2.96% 13
2021
Q3 		$8.65M Sell
467,520
-11,192
-2% -$213K 2.91% 17
2021
Q2 		$8.73M Buy
478,712
+5,496
+1% +$95.1K 3.06% 14
2021
Q1 		$7.68M Buy
473,216
+50,888
+12% +$828K 2.87% 15
2020
Q4 		$6.78M Buy
422,328
+13,808
+3% +$209K 2.76% 17
2020
Q3 		$5.88M Buy
408,520
+117,640
+40% +$1.64M 2.78% 15
2020
Q2 		$3.69M Buy
+290,880
New +$3.39M 2.04% 16
2020
Q1 		– Sell
-850,072
Closed -$9.87M – 109
2019
Q4 		$9.87M Buy
850,072
+41,672
+5% +$459K 5.5% 4
2019
Q3 		$8.49M Sell
808,400
-265,152
-25% -$2.79M 5.74% 4
2019
Q2 		$11.3M Buy
1,073,552
+33,624
+3% +$342K 7.87% 2
2019
Q1 		$10.4M Buy
+1,039,928
New +$9.83M 7.85% 2
2018
Q4 		– Sell
-1,061,544
Closed -$10.9M – 436
2018
Q3 		$10.9M Sell
1,061,544
-25,368
-2% -$253K 7.2% 2
2018
Q2 		$10.3M Buy
1,086,912
+17,728
+2% +$165K 7.37% 2
2018
Q1 		$9.58M Sell
1,069,184
-165,752
-13% -$1.53M 7.47% 2
2017
Q4 		$10.9M Buy
1,234,936
+14,240
+1% +$122K 8.53% 2
2017
Q3 		$10.1M Buy
1,220,696
+17,456
+1% +$142K 8.36% 2
2017
Q2 		$9.51M Buy
1,203,240
+24,408
+2% +$190K 8.25% 2
2017
Q1 		$8.91M Buy
1,178,832
+3,744
+0.3% +$27.7K 8.03% 2
2016
Q4 		$8.2M Buy
1,175,088
+11,656
+1% +$80.6K 7.67% 2
2016
Q3 		$8.07M Sell
1,163,432
-2,440
-0.2% -$16.8K 7.57% 3
2016
Q2 		$7.65M Sell
1,165,872
-5,448
-0.5% -$35.8K 7.22% 4
2016
Q1 		$7.67M Sell
1,171,320
-53,856
-4% -$334K 7.41% 4
2015
Q4 		$8.37M Buy
+1,225,176
New +$8.18M 7.8% 2

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MinichMacGregor Wealth Management's SCHG Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, buying an estimated $249K and bringing the position to 491,767 shares worth $16.6M. The position accounts for 2.52% of the portfolio, ranked #11.

MinichMacGregor Wealth Management first reported a position in SCHG in Q4 2015 and has held it in 41 quarters since. The position peaked at $36.6M in Q4 2024. 832 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • MinichMacGregor Wealth Management held 491,767 shares of Schwab US Large-Cap Growth ETF worth $16.6M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 7,523 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $249K.
  • Schwab US Large-Cap Growth ETF made up 2.52% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #11 holding.
  • MinichMacGregor Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 41 quarters since.
  • MinichMacGregor Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $36.6M in Q4 2024.
  • 832 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.