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

National Wealth Management Group’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	$200K	Sell	5,911 -11,748	-67%	-$389K	0.06%	223
2026 Q1	$514K	Sell	17,659 -10,474	-37%	-$326K	0.19%	108
2025 Q4	$918K	Buy	28,133 +14,501	+106%	+$472K	0.32%	76
2025 Q3	$435K	Buy	13,632 +352	+3%	+$10.7K	0.16%	143
2025 Q2	$388K	Buy	13,280 +37	+0.3%	+$978	0.22%	105
2025 Q1	$332K	Buy	13,243 +661	+5%	+$18.1K	0.22%	107
2024 Q4	$351K	Buy	12,582 +3,870	+44%	+$106K	0.23%	95
2024 Q3	$227K	Buy	+8,712	New	+$219K	0.15%	130

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

National Wealth Management Group's SCHG Position: Q2 2026 in Review

National Wealth Management Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 67% in Q2 2026, selling an estimated $389K and leaving 5,911 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #223.

National Wealth Management Group first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $918K in Q4 2025. 497 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

National Wealth Management Group held 5,911 shares of Schwab US Large-Cap Growth ETF worth $200K as of Q2 2026.
National Wealth Management Group sold 11,748 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $389K.
Schwab US Large-Cap Growth ETF made up 0.06% of National Wealth Management Group's portfolio in Q2 2026, its #223 holding.
National Wealth Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
National Wealth Management Group's Schwab US Large-Cap Growth ETF position peaked at $918K in Q4 2025.
497 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.