MJT & Associates Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MJT & Associates Financial Advisory’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	$325K	Hold	9,617	–	–	0.22%	31
2026 Q1	$280K	Hold	9,617	–	–	0.21%	33
2025 Q4	$314K	Sell	9,617 -3,004	-24%	-$97.7K	0.23%	29
2025 Q3	$403K	Hold	12,621	–	–	0.33%	23
2025 Q2	$369K	Sell	12,621 -75	-0.6%	-$1.98K	0.46%	25
2025 Q1	$318K	Buy	+12,696	New	+$348K	0.31%	34

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

MJT & Associates Financial Advisory's SCHG Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 9,617 shares worth $325K. The position accounts for 0.22% of the portfolio, ranked #31.

MJT & Associates Financial Advisory first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $403K in Q3 2025. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

MJT & Associates Financial Advisory held 9,617 shares of Schwab US Large-Cap Growth ETF worth $325K as of Q2 2026.
MJT & Associates Financial Advisory left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.22% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #31 holding.
MJT & Associates Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Schwab US Large-Cap Growth ETF position peaked at $403K in Q3 2025.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.