Scott Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Scott Capital 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	$3.07M	Buy	90,777 +464	+0.5%	+$15.4K	0.48%	22
2026 Q1	$2.76M	Buy	90,313 +1,644	+2%	+$51.1K	0.56%	20
2025 Q4	$2.89M	Buy	88,669 +420	+0.5%	+$13.7K	0.64%	18
2025 Q3	$2.87M	Sell	88,249 -737	-0.8%	-$22.5K	0.65%	18
2025 Q2	$2.62M	Buy	88,986 +58	+0.1%	+$1.53K	0.71%	16
2025 Q1	$2.23M	Buy	88,928 +64	+0.1%	+$1.75K	0.66%	16
2024 Q4	$2.46M	Buy	88,864 +856	+1%	+$23.4K	0.71%	16
2024 Q3	$2.29M	Buy	88,008 +76	+0.1%	+$1.91K	0.65%	16
2024 Q2	$2.3M	Buy	87,932 +72	+0.1%	+$1.7K	0.68%	17
2024 Q1	$2.03M	Buy	87,860 +984	+1%	+$21.8K	0.62%	17
2023 Q4	$1.8M	Buy	86,876 +9,232	+12%	+$179K	0.6%	16
2023 Q3	$1.47M	Buy	77,644 +72	+0.1%	+$1.35K	0.58%	17
2023 Q2	$1.45M	Buy	77,572 +80	+0.1%	+$1.37K	0.63%	17
2023 Q1	$1.26M	Buy	77,492 +188	+0.2%	+$2.85K	0.61%	17
2022 Q4	$1.07M	Buy	77,304 +19,268	+33%	+$277K	0.61%	18
2022 Q3	$810K	Buy	58,036 +60	+0.1%	+$940	0.55%	19
2022 Q2	$840K	Buy	57,976 +23,872	+70%	+$382K	0.57%	18
2022 Q1	$638K	Buy	34,104 +20,824	+157%	+$380K	0.38%	27
2021 Q4	$272K	Buy	+13,280	New	+$265K	0.17%	31

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Scott Capital Advisors's SCHG Position: Q2 2026 in Review

Scott Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.51% in Q2 2026, buying an estimated $15.4K and bringing the position to 90,777 shares worth $3.07M. The position accounts for 0.48% of the portfolio, ranked #22.

Scott Capital Advisors first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 409 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Scott Capital Advisors held 90,777 shares of Schwab US Large-Cap Growth ETF worth $3.07M as of Q2 2026.
Scott Capital Advisors bought 464 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.4K.
Schwab US Large-Cap Growth ETF made up 0.48% of Scott Capital Advisors's portfolio in Q2 2026, its #22 holding.
Scott Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
409 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.