Relyea Zuckerberg Hanson’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Relyea Zuckerberg Hanson’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	$859K	Hold	25,394	–	–	0.07%	124
2026 Q1	$740K	Hold	25,394	–	–	0.07%	127
2025 Q4	$828K	Sell	25,394 -7,722	-23%	-$251K	0.08%	116
2025 Q3	$1.06M	Hold	33,116	–	–	0.11%	97
2025 Q2	$967K	Buy	33,116 +21	+0.1%	+$555	0.11%	100
2025 Q1	$829K	Buy	33,095 +24	+0.1%	+$657	0.11%	101
2024 Q4	$922K	Buy	33,071 +23	+0.1%	+$629	0.12%	94
2024 Q3	$861K	Buy	33,048 +48	+0.1%	+$1.21K	0.13%	90
2024 Q2	$832K	Buy	33,000 +22,000	+200%	+$519K	0.14%	87
2024 Q1	$255K	Hold	11,000	–	–	0.04%	197
2023 Q4	$228K	Buy	+11,000	New	+$213K	0.04%	195
2023 Q3	–	Sell	-11,000	Closed	-$206K	–	205
2023 Q2	$206K	Buy	+11,000	New	+$189K	0.05%	187
2021 Q4	–	Sell	-11,000	Closed	-$204K	–	151
2021 Q3	$204K	Buy	+11,000	New	+$210K	0.08%	141

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Relyea Zuckerberg Hanson's SCHG Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 25,394 shares worth $859K. The position accounts for 0.07% of the portfolio, ranked #124.

Relyea Zuckerberg Hanson first reported a position in SCHG in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Relyea Zuckerberg Hanson held 25,394 shares of Schwab US Large-Cap Growth ETF worth $859K as of Q2 2026.
Relyea Zuckerberg Hanson left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #124 holding.
Relyea Zuckerberg Hanson first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 13 quarters since.
Relyea Zuckerberg Hanson's Schwab US Large-Cap Growth ETF position peaked at $1.06M in Q3 2025.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.