Precision Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Precision Wealth Strategies’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	$907K	Sell	26,803 -28,937	-52%	-$959K	0.27%	85
2026 Q1	$1.62M	Sell	55,740 -7,603	-12%	-$236K	0.54%	46
2025 Q4	$2.07M	Sell	63,343 -17,065	-21%	-$555K	0.67%	37
2025 Q3	$2.57M	Sell	80,408 -141,081	-64%	-$4.3M	0.83%	31
2025 Q2	$6.47M	Buy	221,489 +5,615	+3%	+$148K	2.1%	9
2025 Q1	$5.41M	Buy	215,874 +146,160	+210%	+$4M	4.13%	4
2024 Q4	$1.94M	Buy	69,714 +40,934	+142%	+$1.12M	1.5%	18
2024 Q3	$750K	Sell	28,780 -14,680	-34%	-$369K	0.69%	26
2024 Q2	$1.1M	Sell	43,460 -86,252	-66%	-$2.03M	1.13%	21
2024 Q1	$3.01M	Buy	129,712 +64,936	+100%	+$1.44M	2.84%	7
2023 Q4	$1.34M	Sell	64,776 -26,948	-29%	-$521K	1.31%	10
2023 Q3	$1.67M	Buy	+91,724	New	+$1.73M	1.81%	11
2023 Q1	–	Sell	-210,244	Closed	-$2.92M	–	110
2022 Q4	$2.92M	Buy	210,244 +62,912	+43%	+$904K	3.04%	7
2022 Q3	$2.14M	Buy	147,332 +94,180	+177%	+$1.48M	1.89%	9
2022 Q2	$783K	Buy	53,152 +3,648	+7%	+$58.3K	0.62%	29
2022 Q1	$926K	Buy	49,504 +12,152	+33%	+$222K	0.55%	31
2021 Q4	$765K	Buy	37,352 +23,000	+160%	+$460K	0.55%	44
2021 Q3	$266K	Buy	+14,352	New	+$273K	0.21%	104

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

Precision Wealth Strategies's SCHG Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 52% in Q2 2026, selling an estimated $959K and leaving 26,803 shares worth $907K. The position accounts for 0.27% of the portfolio, ranked #85.

Precision Wealth Strategies first reported a position in SCHG in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.47M in Q2 2025. 1,672 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Precision Wealth Strategies held 26,803 shares of Schwab US Large-Cap Growth ETF worth $907K as of Q2 2026.
Precision Wealth Strategies sold 28,937 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $959K.
Schwab US Large-Cap Growth ETF made up 0.27% of Precision Wealth Strategies's portfolio in Q2 2026, its #85 holding.
Precision Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 18 quarters since.
Precision Wealth Strategies's Schwab US Large-Cap Growth ETF position peaked at $6.47M in Q2 2025.
1,672 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.