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

Nova 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	$406	Hold	12	–	–	﹤0.01%	560
2026 Q1	$350	Sell	12 -45	-79%	-$1.4K	﹤0.01%	537
2025 Q4	$1.86K	Hold	57	–	–	﹤0.01%	514
2025 Q3	$1.82K	Sell	57 -8,137	-99%	-$248K	﹤0.01%	518
2025 Q2	$239K	Buy	8,194 +2,837	+53%	+$75K	0.18%	121
2025 Q1	$134K	Buy	5,357 +45	+0.8%	+$1.23K	0.12%	137
2024 Q4	$148K	Buy	+5,312	New	+$145K	0.13%	121

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

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

Nova Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 12 shares worth $406. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Nova Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $239K in Q2 2025. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Nova Wealth Management held 12 shares of Schwab US Large-Cap Growth ETF worth $406 as of Q2 2026.
Nova Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #560 holding.
Nova Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $239K in Q2 2025.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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