PWSG
SCHG icon

Pacific Wealth Strategies Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pacific Wealth Strategies 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 		$33.3M Buy
984,089
+341,095
+53% +$11.3M 19.14% 1
2026
Q1 		$18.7M Buy
642,994
+201,216
+46% +$6.26M 11.69% 2
2025
Q4 		$14.4M Buy
441,778
+291,756
+194% +$9.49M 8.16% 3
2025
Q3 		$4.79M Buy
150,022
+11,723
+8% +$357K 2.94% 10
2025
Q2 		$4.18M Sell
138,299
-258,398
-65% -$6.83M 2.74% 10
2025
Q1 		$9.93M Sell
396,697
-1,617
-0.4% -$44.3K 7.38% 4
2024
Q4 		$11.1M Sell
398,314
-12,314
-3% -$337K 7.72% 3
2024
Q3 		$10.7M Buy
410,628
+20,208
+5% +$509K 7.93% 3
2024
Q2 		$9.84M Buy
390,420
+4,068
+1% +$96K 8.13% 3
2024
Q1 		$8.96M Buy
386,352
+8,300
+2% +$184K 7.47% 3
2023
Q4 		$7.84M Buy
378,052
+10,972
+3% +$212K 7.48% 3
2023
Q3 		$6.67M Buy
367,080
+12,704
+4% +$239K 7.03% 4
2023
Q2 		$6.64M Buy
354,376
+5,648
+2% +$96.8K 6.8% 5
2023
Q1 		$5.68M Buy
348,728
+16,588
+5% +$252K 6.48% 6
2022
Q4 		$4.61M Sell
332,140
-13,172
-4% -$189K 6.18% 6
2022
Q3 		$4.82M Sell
345,312
-11,028
-3% -$173K 6.71% 4
2022
Q2 		$5.17M Sell
356,340
-358,520
-50% -$5.73M 6.65% 3
2022
Q1 		$13.4M Sell
714,860
-10,932
-2% -$199K 5.6% 2
2021
Q4 		$14.9M Buy
725,792
+8,976
+1% +$179K 5.17% 2
2021
Q3 		$13.3M Buy
716,816
+1,384
+0.2% +$26.4K 4.91% 2
2021
Q2 		$13.1M Buy
715,432
+40,536
+6% +$701K 5% 2
2021
Q1 		$10.9M Buy
674,896
+33,976
+5% +$553K 4.59% 2
2020
Q4 		$10.4M Buy
640,920
+222,784
+53% +$3.38M 4.51% 2
2020
Q3 		$6.02M Buy
418,136
+61,144
+17% +$852K 3.16% 9
2020
Q2 		$4.53M Sell
356,992
-7,000
-2% -$81.6K 2.52% 11
2020
Q1 		$3.62M Sell
363,992
-252,840
-41% -$2.88M 2.47% 13
2019
Q4 		$7.16M Buy
616,832
+2,456
+0.4% +$27.1K 3.96% 2
2019
Q3 		$6.45M Buy
614,376
+11,800
+2% +$124K 3.97% 3
2019
Q2 		$6.27M Sell
602,576
-5,560
-0.9% -$56.5K 3.93% 3
2019
Q1 		$6.04M Sell
608,136
-7,304
-1% -$69.1K 3.9% 4
2018
Q4 		$5.3M Buy
615,440
+18,192
+3% +$169K 3.8% 3
2018
Q3 		$6.12M Sell
597,248
-7,576
-1% -$75.5K 3.92% 4
2018
Q2 		$5.73M Sell
604,824
-13,760
-2% -$128K 3.95% 4
2018
Q1 		$5.54M Buy
618,584
+9,296
+2% +$85.7K 3.95% 4
2017
Q4 		$5.38M Sell
609,288
-106,504
-15% -$915K 3.83% 4
2017
Q3 		$5.91M Buy
715,792
+56,280
+9% +$456K 4.66% 2
2017
Q2 		$5.21M Buy
659,512
+2,824
+0.4% +$22K 4.45% 2
2017
Q1 		$4.96M Buy
656,688
+20,440
+3% +$151K 4.31% 4
2016
Q4 		$4.44M Buy
+636,248
New +$4.4M 4.38% 4

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Pacific Wealth Strategies Group's SCHG Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 53% in Q2 2026, buying an estimated $11.3M and bringing the position to 984,089 shares worth $33.3M. The position accounts for 19.14% of the portfolio, ranked #1.

Pacific Wealth Strategies Group first reported a position in SCHG in Q4 2016 and has held it in 39 quarters since. 1,036 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pacific Wealth Strategies Group held 984,089 shares of Schwab US Large-Cap Growth ETF worth $33.3M as of Q2 2026.
  • Pacific Wealth Strategies Group bought 341,095 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.3M.
  • Schwab US Large-Cap Growth ETF made up 19.14% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #1 holding.
  • Pacific Wealth Strategies Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.