Perissos Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Perissos Private 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	$5.8M	Buy	171,477 +3,820	+2%	+$127K	3.91%	8
2026 Q1	$4.88M	Sell	167,657 -3,296	-2%	-$102K	4.24%	9
2025 Q4	$5.58M	Buy	170,953 +13,741	+9%	+$447K	4.81%	5
2025 Q3	$5.02M	Buy	157,212 +3,158	+2%	+$96.2K	3.65%	9
2025 Q2	$4.5M	Sell	154,054 -358	-0.2%	-$9.46K	3.56%	7
2025 Q1	$3.87M	Buy	154,412 +208	+0.1%	+$5.7K	3.52%	7
2024 Q4	$4.3M	Buy	154,204 +41,888	+37%	+$1.15M	3.21%	6
2024 Q3	$2.93M	Buy	112,316 +1,784	+2%	+$44.9K	2.35%	12
2024 Q2	$2.79M	Buy	110,532 +3,524	+3%	+$83.1K	2.5%	10
2024 Q1	$2.48M	Buy	+107,008	New	+$2.37M	2.25%	16

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perissos Private Wealth Management's SCHG Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, buying an estimated $127K and bringing the position to 171,477 shares worth $5.8M. The position accounts for 3.91% of the portfolio, ranked #8.

Perissos Private Wealth Management first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Perissos Private Wealth Management held 171,477 shares of Schwab US Large-Cap Growth ETF worth $5.8M as of Q2 2026.
Perissos Private Wealth Management bought 3,820 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $127K.
Schwab US Large-Cap Growth ETF made up 3.91% of Perissos Private Wealth Management's portfolio in Q2 2026, its #8 holding.
Perissos Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.