Net Worth Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Net Worth Advisory 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	–	Sell	-70,897	Closed	-$2.07M	–	455
2026 Q1	$2.07M	Sell	70,897 -241	-0.3%	-$7.49K	0.43%	51
2025 Q4	$2.32M	Buy	+71,138	New	+$2.31M	0.47%	43
2025 Q3	–	Sell	-71,270	Closed	-$2.08M	–	474
2025 Q2	$2.08M	Buy	+71,270	New	+$1.88M	0.46%	48

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

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

Net Worth Advisory Group's SCHG Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 70,897 shares — an estimated $2.07M sold.

Net Worth Advisory Group first reported a position in SCHG in Q2 2025 and held it in 3 quarters. The position peaked at $2.32M in Q4 2025. 382 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Net Worth Advisory Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 70,897 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.07M.
Net Worth Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 3 quarters.
Net Worth Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $2.32M in Q4 2025.
382 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.