Patriot Investment Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Patriot Investment Management 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	$726K	Buy	21,453 +8	+0%	+$265	0.04%	139
2026 Q1	$625K	Buy	21,445 +49	+0.2%	+$1.52K	0.04%	150
2025 Q4	$698K	Sell	21,396 -474	-2%	-$15.4K	0.04%	141
2025 Q3	$698K	Sell	21,870 -844	-4%	-$25.7K	0.05%	136
2025 Q2	$663K	Buy	22,714 +424	+2%	+$11.2K	0.05%	136
2025 Q1	$558K	Sell	22,290 -376	-2%	-$10.3K	0.04%	144
2024 Q4	$632K	Sell	22,666 -4,082	-15%	-$112K	0.05%	138
2024 Q3	$697K	Sell	26,748 -1,216	-4%	-$30.6K	0.05%	132
2024 Q2	$705K	Sell	27,964 -3,412	-11%	-$80.5K	0.06%	132
2024 Q1	$727K	Sell	31,376 -660	-2%	-$14.6K	0.06%	130
2023 Q4	$664K	Sell	32,036 -2,404	-7%	-$46.5K	0.06%	136
2023 Q3	$626K	Sell	34,440 -3,324	-9%	-$62.6K	0.06%	136
2023 Q2	$708K	Buy	37,764 +976	+3%	+$16.7K	0.06%	135
2023 Q1	$599K	Buy	36,788 +332	+0.9%	+$5.04K	0.05%	150
2022 Q4	$558K	Buy	36,456 +13,128	+56%	+$189K	0.05%	162
2022 Q3	$325K	Buy	23,328 +416	+2%	+$6.52K	0.03%	189
2022 Q2	$332K	Sell	22,912 -104	-0.5%	-$1.66K	0.03%	189
2022 Q1	$430K	Buy	23,016 +688	+3%	+$12.5K	0.04%	183
2021 Q4	$457K	Sell	22,328 -584	-3%	-$11.7K	0.04%	184
2021 Q3	$424K	Sell	22,912 -456	-2%	-$8.69K	0.04%	186
2021 Q2	$426K	Sell	23,368 -464	-2%	-$8.03K	0.04%	182
2021 Q1	$386K	Buy	+23,832	New	+$388K	0.04%	182
2020 Q4	–	Sell	-24,888	Closed	-$358K	–	199
2020 Q3	$358K	Sell	24,888 -1,536	-6%	-$21.4K	0.04%	170
2020 Q2	$335K	Sell	26,424 -360	-1%	-$4.2K	0.04%	172
2020 Q1	$266K	Buy	26,784 +1,304	+5%	+$14.9K	0.04%	176
2019 Q4	$296K	Sell	25,480 -608	-2%	-$6.7K	0.04%	190
2019 Q3	$272K	Buy	26,088 +880	+3%	+$9.28K	0.04%	184
2019 Q2	$262K	Buy	25,208 +424	+2%	+$4.31K	0.04%	190
2019 Q1	$246K	Buy	+24,784	New	+$234K	0.04%	191

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Patriot Investment Management Group's SCHG Position: Q2 2026 in Review

Patriot Investment Management Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.04% in Q2 2026, buying an estimated $265 and bringing the position to 21,453 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #139.

Patriot Investment Management Group first reported a position in SCHG in Q1 2019 and has held it in 29 quarters since. The position peaked at $727K in Q1 2024. 736 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Patriot Investment Management Group held 21,453 shares of Schwab US Large-Cap Growth ETF worth $726K as of Q2 2026.
Patriot Investment Management Group bought 8 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $265.
Schwab US Large-Cap Growth ETF made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #139 holding.
Patriot Investment Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
Patriot Investment Management Group's Schwab US Large-Cap Growth ETF position peaked at $727K in Q1 2024.
736 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.