MWM
SCHG icon

Mosley Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mosley Wealth Management’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 		– Sell
-504
Closed -$16.1K – 817
2026
Q1 		$16.1K Buy
+504
New +$15.7K 0.01% 271

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
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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mosley Wealth Management's SCHG Position: Q2 2026 in Review

Mosley Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 504 shares — an estimated $16.1K sold.

Mosley Wealth Management first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $16.1K in Q1 2026. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Mosley Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 504 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $16.1K.
  • Mosley Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $16.1K in Q1 2026.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.