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

Private Wealth 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	$790K	Hold	23,345	–	–	0.08%	148
2026 Q1	$680K	Buy	23,345 +1	+0%	+$31	0.07%	147
2025 Q4	$761K	Sell	23,344 -573	-2%	-$18.6K	0.08%	140
2025 Q3	$763K	Hold	23,917	–	–	0.09%	131
2025 Q2	$699K	Buy	23,917 +573	+2%	+$15.2K	0.09%	131
2025 Q1	$585K	Buy	+23,344	New	+$639K	0.08%	137

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

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

Private Wealth Asset Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 23,345 shares worth $790K. The position accounts for 0.08% of the portfolio, ranked #148.

Private Wealth Asset Management first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Private Wealth Asset Management held 23,345 shares of Schwab US Large-Cap Growth ETF worth $790K as of Q2 2026.
Private Wealth Asset Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.08% of Private Wealth Asset Management's portfolio in Q2 2026, its #148 holding.
Private Wealth Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.