Nestegg Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nestegg Advisors’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	$7.86M	Buy	232,176 +14,920	+7%	+$494K	5.56%	7
2026 Q1	$6.33M	Sell	217,256 -2,081	-0.9%	-$64.7K	5.56%	6
2025 Q4	$7.15M	Buy	219,337 +3,331	+2%	+$108K	6.11%	5
2025 Q3	$6.89M	Buy	216,006 +14,189	+7%	+$432K	6.12%	6
2025 Q2	$5.9M	Buy	201,817 +1,400	+0.7%	+$37K	5.68%	6
2025 Q1	$5.02M	Buy	200,417 +4,731	+2%	+$130K	5.33%	6
2024 Q4	$5.49M	Buy	+195,686	New	+$5.35M	5.55%	6

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Nestegg Advisors's SCHG Position: Q2 2026 in Review

Nestegg Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.9% in Q2 2026, buying an estimated $494K and bringing the position to 232,176 shares worth $7.86M. The position accounts for 5.56% of the portfolio, ranked #7.

Nestegg Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Nestegg Advisors held 232,176 shares of Schwab US Large-Cap Growth ETF worth $7.86M as of Q2 2026.
Nestegg Advisors bought 14,920 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $494K.
Schwab US Large-Cap Growth ETF made up 5.56% of Nestegg Advisors's portfolio in Q2 2026, its #7 holding.
Nestegg Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.