Saxony Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Saxony Capital 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	$218K	Sell	6,449 -1,543	-19%	-$51.1K	0.1%	169
2026 Q1	$233K	Buy	7,992 +1,565	+24%	+$48.6K	0.14%	141
2025 Q4	$210K	Buy	+6,427	New	+$209K	0.13%	146
2025 Q2	–	Sell	-9,073	Closed	-$227K	–	136
2025 Q1	$227K	Buy	9,073 +1,363	+18%	+$37.3K	0.2%	105
2024 Q4	$215K	Buy	+7,710	New	+$211K	0.19%	115
2024 Q3	–	Sell	-76,128	Closed	-$1.92M	–	143
2024 Q2	$1.92M	Buy	76,128 +22,692	+42%	+$535K	2.11%	10
2024 Q1	$1.24M	Buy	+53,436	New	+$1.18M	1.49%	21

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

Saxony Capital Management's SCHG Position: Q2 2026 in Review

Saxony Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, selling an estimated $51.1K and leaving 6,449 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #169.

Saxony Capital Management first reported a position in SCHG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q2 2024. 452 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Saxony Capital Management held 6,449 shares of Schwab US Large-Cap Growth ETF worth $218K as of Q2 2026.
Saxony Capital Management sold 1,543 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $51.1K.
Schwab US Large-Cap Growth ETF made up 0.1% of Saxony Capital Management's portfolio in Q2 2026, its #169 holding.
Saxony Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 7 quarters since.
Saxony Capital Management's Schwab US Large-Cap Growth ETF position peaked at $1.92M in Q2 2024.
452 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.