Schwarz Dygos Wheeler Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Schwarz Dygos Wheeler Investment 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	$261K	Buy	7,726 +95	+1%	+$3.15K	0.05%	147
2026 Q1	$222K	Buy	7,631 +488	+7%	+$15.2K	0.05%	158
2025 Q4	$233K	Buy	7,143 +356	+5%	+$11.6K	0.05%	156
2025 Q3	$217K	Buy	+6,787	New	+$207K	0.05%	157

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

Schwarz Dygos Wheeler Investment Advisors's SCHG Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, buying an estimated $3.15K and bringing the position to 7,726 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #147.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 7,726 shares of Schwab US Large-Cap Growth ETF worth $261K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 95 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.15K.
Schwab US Large-Cap Growth ETF made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #147 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.