Princeton Global Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Princeton Global Asset 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	$696K	Buy	20,581 +1,878	+10%	+$62.2K	0.1%	122
2026 Q1	$545K	Buy	18,703 +8	+0%	+$249	0.09%	124
2025 Q4	$610K	Buy	18,695 +2	+0%	+$65	0.1%	124
2025 Q3	$597K	Sell	18,693 -49	-0.3%	-$1.49K	0.1%	121
2025 Q2	$547K	Buy	18,742 +2	+0%	+$53	0.1%	118
2025 Q1	$469K	Sell	18,740 -1,063	-5%	-$29.1K	0.09%	128
2024 Q4	$552K	Buy	19,803 +3	+0%	+$82	0.1%	124
2024 Q3	$516K	Buy	19,800 +1,700	+9%	+$42.8K	0.1%	125
2024 Q2	$456K	Hold	18,100	–	–	0.1%	117
2024 Q1	$420K	Hold	18,100	–	–	0.1%	118
2023 Q4	$375K	Hold	18,100	–	–	0.09%	123
2023 Q3	$329K	Hold	18,100	–	–	0.09%	122
2023 Q2	$339K	Sell	18,100 -1,500	-8%	-$25.7K	0.1%	123
2023 Q1	$319K	Sell	19,600 -4	-0%	-$61	0.09%	133
2022 Q4	$272K	Hold	19,604	–	–	0.09%	137
2022 Q3	$274K	Hold	19,604	–	–	0.1%	130
2022 Q2	$284K	Sell	19,604 -2,016	-9%	-$32.2K	0.09%	136
2022 Q1	$404K	Sell	21,620 -6,796	-24%	-$124K	0.11%	123
2021 Q4	$582K	Hold	28,416	–	–	0.16%	116
2021 Q3	$526K	Hold	28,416	–	–	0.16%	123
2021 Q2	$518K	Sell	28,416 -1,592	-5%	-$27.5K	0.16%	120
2021 Q1	$487K	Sell	30,008 -2,400	-7%	-$39.1K	0.16%	121
2020 Q4	$520K	Hold	32,408	–	–	0.18%	116
2020 Q3	$467K	Buy	32,408 +8	+0%	+$112	0.19%	115
2020 Q2	$411K	Hold	32,400	–	–	0.13%	142
2020 Q1	$323K	Sell	32,400 -2,408	-7%	-$27.5K	0.14%	132
2019 Q4	$404	Sell	34,808 -3,992	-10%	-$44K	0.16%	124
2019 Q3	$404K	Sell	38,800 -19,976	-34%	-$211K	0.23%	111
2019 Q2	$611K	Buy	58,776 +6,408	+12%	+$65.1K	0.37%	75
2019 Q1	$519K	Buy	+52,368	New	+$495K	0.36%	82

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Princeton Global Asset Management's SCHG Position: Q2 2026 in Review

Princeton Global Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, buying an estimated $62.2K and bringing the position to 20,581 shares worth $696K. The position accounts for 0.1% of the portfolio, ranked #122.

Princeton Global Asset Management first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Princeton Global Asset Management held 20,581 shares of Schwab US Large-Cap Growth ETF worth $696K as of Q2 2026.
Princeton Global Asset Management bought 1,878 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $62.2K.
Schwab US Large-Cap Growth ETF made up 0.1% of Princeton Global Asset Management's portfolio in Q2 2026, its #122 holding.
Princeton Global Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.