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Monetary Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Monetary Solutions’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 		$4.63M Sell
136,715
-1,226
-0.9% -$40.6K 3.98% 6
2026
Q1 		$4.02M Sell
137,941
-250
-0.2% -$7.77K 3.88% 7
2025
Q4 		$4.51M Buy
+138,191
New +$4.49M 4.44% 7

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Monetary Solutions's SCHG Position: Q2 2026 in Review

Monetary Solutions reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.89% in Q2 2026, selling an estimated $40.6K and leaving 136,715 shares worth $4.63M. The position accounts for 3.98% of the portfolio, ranked #6.

Monetary Solutions first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,437 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Monetary Solutions held 136,715 shares of Schwab US Large-Cap Growth ETF worth $4.63M as of Q2 2026.
  • Monetary Solutions sold 1,226 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $40.6K.
  • Schwab US Large-Cap Growth ETF made up 3.98% of Monetary Solutions's portfolio in Q2 2026, its #6 holding.
  • Monetary Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.