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Mogy Joel R Investment Counsel’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mogy Joel R Investment Counsel’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 		$62.5K Hold
1,847
– – ﹤0.01% 113
2026
Q1 		$53.8K Hold
1,847
– – ﹤0.01% 108
2025
Q4 		$60.2K Hold
1,847
– – ﹤0.01% 109
2025
Q3 		$58.9K Sell
1,847
-49
-3% -$1.49K ﹤0.01% 110
2025
Q2 		$55.4K Buy
+1,896
New +$50.1K ﹤0.01% 111
2024
Q2 		– Sell
-2,000
Closed -$46.4K – 120
2024
Q1 		$46.4K Buy
+2,000
New +$44.2K ﹤0.01% 114

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Mogy Joel R Investment Counsel's SCHG Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,847 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

Mogy Joel R Investment Counsel first reported a position in SCHG in Q1 2024 and has held it in 6 quarters since. 1,111 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Mogy Joel R Investment Counsel held 1,847 shares of Schwab US Large-Cap Growth ETF worth $62.5K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #113 holding.
  • Mogy Joel R Investment Counsel first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.