One Charles Private Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

One Charles Private Wealth Services’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	$9.2M	Sell	271,918 -3,284	-1%	-$109K	2.12%	11
2026 Q1	$8.02M	Buy	275,202 +257	+0.1%	+$7.99K	2.01%	12
2025 Q4	$8.97M	Sell	274,945 -122	-0%	-$3.97K	2.32%	11
2025 Q3	$8.78M	Buy	275,067 +31,651	+13%	+$965K	2.31%	11
2025 Q2	$7.11M	Buy	+243,416	New	+$6.44M	2%	11

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

One Charles Private Wealth Services's SCHG Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, selling an estimated $109K and leaving 271,918 shares worth $9.2M. The position accounts for 2.12% of the portfolio, ranked #11.

One Charles Private Wealth Services first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

One Charles Private Wealth Services held 271,918 shares of Schwab US Large-Cap Growth ETF worth $9.2M as of Q2 2026.
One Charles Private Wealth Services sold 3,284 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $109K.
Schwab US Large-Cap Growth ETF made up 2.12% of One Charles Private Wealth Services's portfolio in Q2 2026, its #11 holding.
One Charles Private Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.