SWM
SCHG icon

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

Schwallier Wealth 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 		$12.4M Sell
365,484
-294,944
-45% -$9.77M 7.81% 3
2026
Q1 		$19.2M Buy
660,428
+52,154
+9% +$1.62M 14.05% 3
2025
Q4 		$19.5M Buy
608,274
+10,178
+2% +$331K 12.44% 4
2025
Q3 		$19.1M Sell
598,096
-15,117
-2% -$461K 11.91% 4
2025
Q2 		$17.9M Buy
613,213
+110,885
+22% +$2.93M 10.95% 4
2025
Q1 		$12.6M Buy
502,328
+313,639
+166% +$8.59M 9.29% 4
2024
Q4 		$5.26M Sell
188,689
-1,235
-0.7% -$33.8K 4% 10
2024
Q3 		$4.95M Buy
189,924
+6,356
+3% +$160K 3.54% 10
2024
Q2 		$4.63M Buy
183,568
+4,048
+2% +$95.5K 3.76% 10
2024
Q1 		$4.16M Sell
179,520
-23,140
-11% -$512K 3.35% 10
2023
Q4 		$4.2M Buy
+202,660
New +$3.92M 3.48% 9

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Schwallier Wealth Management's SCHG Position: Q2 2026 in Review

Schwallier Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 45% in Q2 2026, selling an estimated $9.77M and leaving 365,484 shares worth $12.4M. The position accounts for 7.81% of the portfolio, ranked #3.

Schwallier Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.5M in Q4 2025. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Schwallier Wealth Management held 365,484 shares of Schwab US Large-Cap Growth ETF worth $12.4M as of Q2 2026.
  • Schwallier Wealth Management sold 294,944 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.77M.
  • Schwab US Large-Cap Growth ETF made up 7.81% of Schwallier Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Schwallier Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Schwallier Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $19.5M in Q4 2025.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.