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Paradigm Strategies in Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Paradigm Strategies in Wealth 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 		$22M Sell
649,198
-5,185
-0.8% -$172K 13.39% 1
2026
Q1 		$19.1M Sell
654,383
-31,204
-5% -$970K 12.93% 2
2025
Q4 		$22.4M Sell
685,587
-15,993
-2% -$520K 14.68% 1
2025
Q3 		$22.4M Sell
701,580
-26,830
-4% -$818K 14.34% 1
2025
Q2 		$21.3M Buy
728,410
+9,207
+1% +$243K 13.93% 1
2025
Q1 		$18M Sell
719,203
-26,011
-3% -$712K 12.14% 2
2024
Q4 		$20.8M Sell
745,214
-33,026
-4% -$903K 13.69% 2
2024
Q3 		$20.3M Buy
778,240
+20,128
+3% +$507K 12.7% 3
2024
Q2 		$19.1M Sell
758,112
-29,280
-4% -$691K 11.74% 3
2024
Q1 		$18.3M Sell
787,392
-136
-0% -$3.01K 11.26% 4
2023
Q4 		$16.3M Sell
787,528
-26,832
-3% -$519K 10.74% 4
2023
Q3 		$14.8M Sell
814,360
-10,008
-1% -$188K 9.44% 4
2023
Q2 		$15.4M Sell
824,368
-27,984
-3% -$480K 10.45% 3
2023
Q1 		$13.9M Buy
852,352
+9,508
+1% +$144K 10.93% 3
2022
Q4 		$11.7M Buy
842,844
+107,140
+15% +$1.54M 10.42% 4
2022
Q3 		$10.3M Buy
735,704
+29,208
+4% +$458K 9.36% 4
2022
Q2 		$10.2M Buy
706,496
+512,776
+265% +$8.2M 11.15% 3
2022
Q1 		$3.62M Buy
193,720
+27,552
+17% +$502K 3.79% 9
2021
Q4 		$3.4M Buy
166,168
+192
+0.1% +$3.84K 3.45% 10
2021
Q3 		$3.07M Buy
165,976
+2,224
+1% +$42.4K 2.9% 11
2021
Q2 		$2.99M Buy
163,752
+896
+0.6% +$15.5K 2.69% 10
2021
Q1 		$2.64M Buy
+162,856
New +$2.65M 2.55% 8

Other funds holding SCHG

MG
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
KF
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Paradigm Strategies in Wealth Management's SCHG Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.79% in Q2 2026, selling an estimated $172K and leaving 649,198 shares worth $22M. The position accounts for 13.39% of the portfolio, ranked #1.

Paradigm Strategies in Wealth Management first reported a position in SCHG in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.4M in Q3 2025. 689 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 649,198 shares of Schwab US Large-Cap Growth ETF worth $22M as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 5,185 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $172K.
  • Schwab US Large-Cap Growth ETF made up 13.39% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Paradigm Strategies in Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Paradigm Strategies in Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $22.4M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.