Sax Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sax Wealth Advisors’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	$3.79M	Buy	129,986 +104,227	+405%	+$3.45M	0.15%	105
2026 Q1	$840K	Hold	25,759	–	–	0.04%	214
2025 Q4	$840K	Sell	25,759 -852	-3%	-$27.7K	0.04%	224
2025 Q3	$849K	Buy	26,611 +12,947	+95%	+$395K	0.05%	202
2025 Q2	$399K	Buy	+13,664	New	+$361K	0.02%	290

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

Sax Wealth Advisors's SCHG Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 405% in Q2 2026, buying an estimated $3.45M and bringing the position to 129,986 shares worth $3.79M. The position accounts for 0.15% of the portfolio, ranked #105.

Sax Wealth Advisors first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sax Wealth Advisors held 129,986 shares of Schwab US Large-Cap Growth ETF worth $3.79M as of Q2 2026.
Sax Wealth Advisors bought 104,227 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.45M.
Schwab US Large-Cap Growth ETF made up 0.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Sax Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.