Peterson Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Peterson Wealth 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	$1.21M	Buy	35,829 +231	+0.6%	+$7.66K	0.14%	37
2026 Q1	$1.04M	Buy	35,598 +717	+2%	+$22.3K	0.14%	40
2025 Q4	$1.14M	Buy	34,881 +10,835	+45%	+$352K	0.15%	39
2025 Q3	$774K	Buy	24,046 +954	+4%	+$29.1K	0.12%	50
2025 Q2	$675K	Sell	23,092 -135	-0.6%	-$3.57K	0.11%	53
2025 Q1	$525K	Buy	23,227 +11,426	+97%	+$313K	0.1%	55
2024 Q4	$334K	Buy	+11,801	New	+$323K	0.06%	68

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

Peterson Wealth Advisors's SCHG Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.65% in Q2 2026, buying an estimated $7.66K and bringing the position to 35,829 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #37.

Peterson Wealth Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Peterson Wealth Advisors held 35,829 shares of Schwab US Large-Cap Growth ETF worth $1.21M as of Q2 2026.
Peterson Wealth Advisors bought 231 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.66K.
Schwab US Large-Cap Growth ETF made up 0.14% of Peterson Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Peterson Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.