Palisade Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Palisade Asset 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	$320K	Sell	9,462 -22	-0.2%	-$729	0.03%	178
2026 Q1	$276K	Hold	9,484	–	–	0.03%	177
2025 Q4	$309K	Hold	9,484	–	–	0.03%	169
2025 Q3	$303K	Hold	9,484	–	–	0.03%	175
2025 Q2	$277K	Hold	9,484	–	–	0.03%	175
2025 Q1	$237K	Hold	9,484	–	–	0.02%	182
2024 Q4	$264K	Hold	9,484	–	–	0.03%	182
2024 Q3	$247K	Hold	9,484	–	–	0.02%	186
2024 Q2	$239K	Hold	9,484	–	–	0.02%	183
2024 Q1	$220K	Buy	+9,484	New	+$210K	0.02%	189

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Palisade Asset Management's SCHG Position: Q2 2026 in Review

Palisade Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.23% in Q2 2026, selling an estimated $729 and leaving 9,462 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #178.

Palisade Asset Management first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Palisade Asset Management held 9,462 shares of Schwab US Large-Cap Growth ETF worth $320K as of Q2 2026.
Palisade Asset Management sold 22 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $729.
Schwab US Large-Cap Growth ETF made up 0.03% of Palisade Asset Management's portfolio in Q2 2026, its #178 holding.
Palisade Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.