NJIM
SCHG icon

Nabity-Jensen Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nabity-Jensen Investment 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 		$5.46M Sell
161,339
-32
-0% -$1.06K 3.35% 7
2026
Q1 		$4.7M Buy
161,371
+1,290
+0.8% +$40.1K 3.26% 7
2025
Q4 		$5.22M Sell
160,081
-925
-0.6% -$30.1K 3.54% 7
2025
Q3 		$5.14M Sell
161,006
-752
-0.5% -$22.9K 3.56% 7
2025
Q2 		$4.72M Sell
161,758
-436
-0.3% -$11.5K 3.49% 7
2025
Q1 		$4.06M Sell
162,194
-195
-0.1% -$5.34K 3.23% 8
2024
Q4 		$4.53M Sell
162,389
-507
-0.3% -$13.9K 3.42% 7
2024
Q3 		$4.24M Buy
162,896
+772
+0.5% +$19.4K 3.25% 8
2024
Q2 		$4.09M Buy
162,124
+600
+0.4% +$14.2K 3.34% 9
2024
Q1 		$3.74M Sell
161,524
-68
-0% -$1.5K 3.08% 8
2023
Q4 		$3.35M Buy
+161,592
New +$3.13M 3.02% 9

Other funds holding SCHG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Nabity-Jensen Investment Management's SCHG Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.02% in Q2 2026, selling an estimated $1.06K and leaving 161,339 shares worth $5.46M. The position accounts for 3.35% of the portfolio, ranked #7.

Nabity-Jensen Investment Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Nabity-Jensen Investment Management held 161,339 shares of Schwab US Large-Cap Growth ETF worth $5.46M as of Q2 2026.
  • Nabity-Jensen Investment Management sold 32 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.06K.
  • Schwab US Large-Cap Growth ETF made up 3.35% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #7 holding.
  • Nabity-Jensen Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.