Pacific Capital Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pacific Capital Wealth 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	$3.12M	Sell	92,274 -5	-0%	-$166	0.47%	21
2026 Q1	$2.69M	Buy	92,279 +71	+0.1%	+$2.21K	0.45%	23
2025 Q4	$3.01M	Buy	92,208 +13	+0%	+$423	0.52%	21
2025 Q3	$2.94M	Sell	92,195 -6	-0%	-$183	0.51%	21
2025 Q2	$2.69M	Buy	+92,201	New	+$2.44M	0.49%	20

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

Pacific Capital Wealth Advisors's SCHG Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q2 2026, selling an estimated $166 and leaving 92,274 shares worth $3.12M. The position accounts for 0.47% of the portfolio, ranked #21.

Pacific Capital Wealth Advisors first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Pacific Capital Wealth Advisors held 92,274 shares of Schwab US Large-Cap Growth ETF worth $3.12M as of Q2 2026.
Pacific Capital Wealth Advisors sold 5 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $166.
Schwab US Large-Cap Growth ETF made up 0.47% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
357 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.