PWMA
SCHG icon

Pension & Wealth Management Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pension & Wealth Management Advisors’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 		$124K Buy
3,677
+4
+0.1% +$133 0.03% 223
2026
Q1 		$107K Buy
3,673
+5
+0.1% +$155 0.03% 229
2025
Q4 		$120K Buy
+3,668
New +$119K 0.04% 220

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pension & Wealth Management Advisors's SCHG Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q2 2026, buying an estimated $133 and bringing the position to 3,677 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #223.

Pension & Wealth Management Advisors first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,612 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,677 shares of Schwab US Large-Cap Growth ETF worth $124K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 4 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $133.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #223 holding.
  • Pension & Wealth Management Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.