MI
SCHG icon

Moneywise Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Moneywise Inc’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 		$548K Sell
16,208
-146
-0.9% -$4.84K 0.2% 57
2026
Q1 		$476K Sell
16,354
-816
-5% -$25.4K 0.21% 59
2025
Q4 		$560K Buy
17,170
+1
+0% +$33 0.23% 59
2025
Q3 		$548K Buy
17,169
+1
+0% +$30 0.25% 49
2025
Q2 		$501K Buy
17,168
+1
+0% +$26 0.24% 53
2025
Q1 		$430K Buy
17,167
+2
+0% +$55 0.23% 46
2024
Q4 		$478K Buy
17,165
+1
+0% +$27 0.24% 40
2024
Q3 		$447K Sell
17,164
-48
-0.3% -$1.21K 0.22% 47
2024
Q2 		$434K Hold
17,212
– – 0.23% 46
2024
Q1 		$399K Buy
17,212
+16
+0.1% +$354 0.22% 45
2023
Q4 		$357K Sell
17,196
-844
-5% -$16.3K 0.2% 39
2023
Q3 		$328K Buy
18,040
+12
+0.1% +$226 0.21% 38
2023
Q2 		$338K Sell
18,028
-376
-2% -$6.45K 0.21% 39
2023
Q1 		$300K Sell
18,404
-60
-0.3% -$911 0.19% 39
2022
Q4 		$256K Buy
18,464
+16
+0.1% +$230 0.19% 42
2022
Q3 		$257K Buy
18,448
+16
+0.1% +$251 0.21% 42
2022
Q2 		$267K Buy
18,432
+12
+0.1% +$192 0.21% 42
2022
Q1 		$345K Sell
18,420
-2,364
-11% -$43.1K 0.23% 34
2021
Q4 		$425K Sell
20,784
-2,328
-10% -$46.5K 0.27% 34
2021
Q3 		$428K Buy
23,112
+1,168
+5% +$22.2K 0.28% 32
2021
Q2 		$400K Buy
21,944
+8
+0% +$138 0.27% 37
2021
Q1 		$356K Sell
21,936
-1,280
-6% -$20.8K 0.24% 39
2020
Q4 		$373K Buy
23,216
+8
+0% +$121 0.27% 35
2020
Q3 		$334K Buy
23,208
+16
+0.1% +$223 0.27% 35
2020
Q2 		$294K Sell
23,192
-2,024
-8% -$23.6K 0.24% 37
2020
Q1 		$251K Sell
25,216
-1,672
-6% -$19.1K 0.22% 37
2019
Q4 		$282K Sell
26,888
-2,704
-9% -$29.8K 0.21% 29
2019
Q3 		$311K Sell
29,592
-504
-2% -$5.31K 0.25% 27
2019
Q2 		$313K Sell
30,096
-344
-1% -$3.5K 0.24% 29
2019
Q1 		$273K Sell
30,440
-112
-0.4% -$1.06K 0.23% 31
2018
Q4 		$263K Buy
30,552
+80
+0.3% +$745 0.25% 30
2018
Q3 		$312K Buy
30,472
+32
+0.1% +$319 0.26% 30
2018
Q2 		$288K Hold
30,440
– – 0.25% 32
2018
Q1 		$273K Sell
30,440
-4,056
-12% -$37.4K 0.23% 31
2017
Q4 		$305K Sell
34,496
-1,136
-3% -$9.76K 0.23% 28
2017
Q3 		$294K Sell
35,632
-6,936
-16% -$56.3K 0.23% 27
2017
Q2 		$336K Sell
42,568
-2,344
-5% -$18.3K 0.29% 26
2017
Q1 		$340K Sell
44,912
-1,344
-3% -$9.94K 0.31% 23
2016
Q4 		$323K Buy
46,256
+5,352
+13% +$37K 0.32% 23
2016
Q3 		$284K Buy
+40,904
New +$281K 0.3% 23

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moneywise Inc's SCHG Position: Q2 2026 in Review

Moneywise Inc reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.89% in Q2 2026, selling an estimated $4.84K and leaving 16,208 shares worth $548K. The position accounts for 0.2% of the portfolio, ranked #57.

Moneywise Inc first reported a position in SCHG in Q3 2016 and has held it in 40 quarters since. The position peaked at $560K in Q4 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Moneywise Inc held 16,208 shares of Schwab US Large-Cap Growth ETF worth $548K as of Q2 2026.
  • Moneywise Inc sold 146 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.84K.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Moneywise Inc's portfolio in Q2 2026, its #57 holding.
  • Moneywise Inc first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and has held it in 40 quarters since.
  • Moneywise Inc's Schwab US Large-Cap Growth ETF position peaked at $560K in Q4 2025.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.