PPS&V Asset Management Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PPS&V Asset Management Consultants’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	$20.3M	Buy	598,435 +8,231	+1%	+$273K	10.93%	3
2026 Q1	$17.2M	Sell	590,204 -4,353	-0.7%	-$135K	10.5%	3
2025 Q4	$19.4M	Sell	594,557 -20,306	-3%	-$660K	11.26%	3
2025 Q3	$19.6M	Buy	614,863 +5,806	+1%	+$177K	11.33%	3
2025 Q2	$17.8M	Buy	609,057 +36,068	+6%	+$954K	11.22%	3
2025 Q1	$14.3M	Sell	572,989 -1,782	-0.3%	-$48.8K	10.41%	3
2024 Q4	$16M	Sell	574,771 -17,013	-3%	-$465K	10.82%	3
2024 Q3	$15.4M	Sell	591,784 -24,816	-4%	-$625K	10.57%	3
2024 Q2	$15.5M	Sell	616,600 -11,000	-2%	-$259K	11.13%	3
2024 Q1	$14.5M	Sell	627,600 -14,752	-2%	-$326K	10.72%	3
2023 Q4	$13.3M	Buy	642,352 +3,748	+0.6%	+$72.5K	10.19%	3
2023 Q3	$11.6M	Sell	638,604 -25,316	-4%	-$477K	10.01%	3
2023 Q2	$12.4M	Sell	663,920 -37,184	-5%	-$637K	10.08%	3
2023 Q1	$11.4M	Sell	701,104 -3,196	-0.5%	-$48.5K	9.82%	3
2022 Q4	$9.78M	Buy	+704,300	New	+$10.1M	9.31%	3

Other funds holding SCHG

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

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PPS&V Asset Management Consultants's SCHG Position: Q2 2026 in Review

PPS&V Asset Management Consultants increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.4% in Q2 2026, buying an estimated $273K and bringing the position to 598,435 shares worth $20.3M. The position accounts for 10.93% of the portfolio, ranked #3.

PPS&V Asset Management Consultants first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 354 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

PPS&V Asset Management Consultants held 598,435 shares of Schwab US Large-Cap Growth ETF worth $20.3M as of Q2 2026.
PPS&V Asset Management Consultants bought 8,231 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $273K.
Schwab US Large-Cap Growth ETF made up 10.93% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #3 holding.
PPS&V Asset Management Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
354 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.