One Wealth Management Investment & Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

One Wealth Management Investment & Advisory 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	$742K	Sell	21,924 -6,368	-23%	-$211K	0.78%	21
2026 Q1	$824K	Buy	28,292 +436	+2%	+$13.6K	0.99%	18
2025 Q4	$909K	Buy	27,856 +2,314	+9%	+$75.3K	0.99%	19
2025 Q3	$815K	Buy	25,542 +725	+3%	+$22.1K	0.95%	20
2025 Q2	$725K	Buy	24,817 +186	+0.8%	+$4.92K	0.93%	19
2025 Q1	$617K	Buy	+24,631	New	+$675K	1.02%	16
2024 Q2	–	Sell	-8,848	Closed	-$205K	–	147
2024 Q1	$205K	Sell	8,848 -972	-10%	-$21.5K	0.08%	129
2023 Q4	$204K	Buy	+9,820	New	+$190K	0.09%	120

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's SCHG Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 23% in Q2 2026, selling an estimated $211K and leaving 21,924 shares worth $742K. The position accounts for 0.78% of the portfolio, ranked #21.

One Wealth Management Investment & Advisory Services first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $909K in Q4 2025. 785 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

One Wealth Management Investment & Advisory Services held 21,924 shares of Schwab US Large-Cap Growth ETF worth $742K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 6,368 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $211K.
Schwab US Large-Cap Growth ETF made up 0.78% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #21 holding.
One Wealth Management Investment & Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
One Wealth Management Investment & Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $909K in Q4 2025.
785 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.