Palouse Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Palouse Capital 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	$101K	Sell	2,991 -3,477	-54%	-$115K	0.06%	98
2026 Q1	$188K	Buy	6,468 +18	+0.3%	+$560	0.12%	69
2025 Q4	$210K	Sell	6,450 -36	-0.6%	-$1.17K	0.13%	67
2025 Q3	$207K	Sell	6,486 -180	-3%	-$5.49K	0.13%	69
2025 Q2	$195K	Sell	6,666 -75	-1%	-$1.98K	0.13%	66
2025 Q1	$169K	Sell	6,741 -640	-9%	-$17.5K	0.12%	70
2024 Q4	$206K	Buy	7,381 +57	+0.8%	+$1.56K	0.14%	69
2024 Q3	$191K	Sell	7,324 -48	-0.7%	-$1.21K	0.12%	70
2024 Q2	$186K	Sell	7,372 -92	-1%	-$2.17K	0.12%	68
2024 Q1	$173K	Sell	7,464 -2,516	-25%	-$55.6K	0.11%	78
2023 Q4	$207K	Buy	+9,980	New	+$193K	0.15%	69
2023 Q3	–	Sell	-12,140	Closed	-$227K	–	73
2023 Q2	$227K	Sell	12,140 -2,504	-17%	-$42.9K	0.16%	68
2023 Q1	$239K	Sell	14,644 -32	-0.2%	-$486	0.16%	68
2022 Q4	$7.68M	Buy	+14,676	New	+$211K	0.53%	51
2022 Q2	–	Sell	-12,028	Closed	-$225K	–	96
2022 Q1	$225K	Buy	12,028 +172	+1%	+$3.14K	0.1%	89
2021 Q4	$243K	Sell	11,856 -128	-1%	-$2.56K	0.1%	91
2021 Q3	$222K	Hold	11,984	–	–	0.1%	90
2021 Q2	$219K	Buy	+11,984	New	+$207K	0.1%	89

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

Palouse Capital Management's SCHG Position: Q2 2026 in Review

Palouse Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 54% in Q2 2026, selling an estimated $115K and leaving 2,991 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #98.

Palouse Capital Management first reported a position in SCHG in Q2 2021 and has held it in 18 quarters since. The position peaked at $7.68M in Q4 2022. 373 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Palouse Capital Management held 2,991 shares of Schwab US Large-Cap Growth ETF worth $101K as of Q2 2026.
Palouse Capital Management sold 3,477 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $115K.
Schwab US Large-Cap Growth ETF made up 0.06% of Palouse Capital Management's portfolio in Q2 2026, its #98 holding.
Palouse Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 18 quarters since.
Palouse Capital Management's Schwab US Large-Cap Growth ETF position peaked at $7.68M in Q4 2022.
373 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.