Morton Brown Family Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Morton Brown Family Wealth’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	$296K	Sell	8,751 -434	-5%	-$14.4K	0.07%	56
2026 Q1	$268K	Hold	9,185	–	–	0.07%	53
2025 Q4	$300K	Hold	9,185	–	–	0.08%	48
2025 Q3	$293K	Sell	9,185 -191	-2%	-$5.82K	0.08%	46
2025 Q2	$274K	Hold	9,376	–	–	0.08%	50
2025 Q1	$235K	Hold	9,376	–	–	0.08%	49
2024 Q4	$261K	Hold	9,376	–	–	0.09%	50
2024 Q3	$244K	Hold	9,376	–	–	0.09%	50
2024 Q2	$237K	Buy	9,376 +836	+10%	+$19.7K	0.09%	51
2024 Q1	$198K	Hold	8,540	–	–	0.08%	52
2023 Q4	$177K	Buy	8,540 +7,668	+879%	+$148K	0.08%	54
2023 Q3	$15.9K	Hold	872	–	–	0.01%	114
2023 Q2	$16.3K	Hold	872	–	–	0.01%	107
2023 Q1	$14.2K	Hold	872	–	–	0.01%	115
2022 Q4	$12.1K	Hold	872	–	–	0.01%	107
2022 Q3	$12K	Hold	872	–	–	0.01%	102
2022 Q2	$13K	Buy	+872	New	+$13.9K	0.01%	104

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

Morton Brown Family Wealth's SCHG Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q2 2026, selling an estimated $14.4K and leaving 8,751 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #56.

Morton Brown Family Wealth first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. The position peaked at $300K in Q4 2025. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Morton Brown Family Wealth held 8,751 shares of Schwab US Large-Cap Growth ETF worth $296K as of Q2 2026.
Morton Brown Family Wealth sold 434 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $14.4K.
Schwab US Large-Cap Growth ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #56 holding.
Morton Brown Family Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's Schwab US Large-Cap Growth ETF position peaked at $300K in Q4 2025.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.