Sharkey, Howes & Javer’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sharkey, Howes & Javer’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	$597K	Buy	17,648 +1,856	+12%	+$61.5K	0.07%	105
2026 Q1	$460K	Hold	15,792	–	–	0.06%	115
2025 Q4	$515K	Hold	15,792	–	–	0.07%	114
2025 Q3	$504K	Hold	15,792	–	–	0.06%	112
2025 Q2	$461K	Hold	15,792	–	–	0.06%	115
2025 Q1	$395K	Hold	15,792	–	–	0.06%	114
2024 Q4	$440K	Hold	15,792	–	–	0.06%	107
2024 Q3	$411K	Hold	15,792	–	–	0.06%	105
2024 Q2	$398K	Hold	15,792	–	–	0.06%	88
2024 Q1	$366K	Hold	15,792	–	–	0.06%	92
2023 Q4	$328K	Hold	15,792	–	–	0.06%	88
2023 Q3	$287K	Sell	15,792 -5,736	-27%	-$108K	0.06%	88
2023 Q2	$403K	Hold	21,528	–	–	0.08%	76
2023 Q1	$351K	Buy	21,528 +2,224	+12%	+$33.8K	0.08%	76
2022 Q4	$268K	Hold	19,304	–	–	0.06%	84
2022 Q3	$269K	Hold	19,304	–	–	0.06%	94
2022 Q2	$280K	Hold	19,304	–	–	0.07%	74
2022 Q1	$361K	Hold	19,304	–	–	0.08%	61
2021 Q4	$395K	Sell	19,304 -888	-4%	-$17.7K	0.09%	60
2021 Q3	$374K	Sell	20,192 -11,128	-36%	-$212K	0.1%	63
2021 Q2	$571K	Sell	31,320 -18,816	-38%	-$326K	0.15%	55
2021 Q1	$813K	Hold	50,136	–	–	0.25%	42
2020 Q4	$805K	Sell	50,136 -7,016	-12%	-$106K	0.27%	39
2020 Q3	$823K	Sell	57,152 -32	-0.1%	-$446	0.31%	39
2020 Q2	$726K	Sell	57,184 -6,616	-10%	-$77.1K	0.32%	40
2020 Q1	$635K	Sell	63,800 -45,808	-42%	-$523K	0.33%	38
2019 Q4	$1.27M	Sell	109,608 -6,392	-6%	-$70.4K	0.54%	32
2019 Q3	$1.22M	Sell	116,000 -1,592	-1%	-$16.8K	0.53%	32
2019 Q2	$1.22M	Hold	117,592	–	–	0.55%	29
2019 Q1	$1.17M	Sell	117,592 -18,920	-14%	-$179K	0.54%	30
2018 Q4	$1.18M	Sell	136,512 -4,448	-3%	-$41.4K	0.77%	19
2018 Q3	$1.45M	Buy	140,960 +13,968	+11%	+$139K	0.76%	16
2018 Q2	$1.2M	Buy	126,992 +18,848	+17%	+$175K	0.67%	15
2018 Q1	$969K	Sell	108,144 -10,840	-9%	-$99.9K	0.55%	15
2017 Q4	$1.05M	Sell	118,984 -5,880	-5%	-$50.5K	0.61%	14
2017 Q3	$1.04M	Sell	124,864 -5,576	-4%	-$45.2K	0.55%	13
2017 Q2	$1.03M	Sell	130,440 -161,776	-55%	-$1.26M	0.58%	13
2017 Q1	$2.21M	Sell	292,216 -3,105,704	-91%	-$23M	1.17%	10
2016 Q4	$23.7M	Sell	3,397,920 -242,856	-7%	-$1.68M	14.37%	2
2016 Q3	$25.2M	Sell	3,640,776 -14,824	-0.4%	-$102K	15.29%	2
2016 Q2	$24M	Buy	3,655,600 +1,546,040	+73%	+$10.2M	14.97%	2
2016 Q1	$13.8M	Buy	2,109,560 +1,700,616	+416%	+$10.5M	10.14%	3
2015 Q4	$2.7M	Sell	408,944 -10,704	-3%	-$71.4K	1.88%	9
2015 Q3	$2.73M	Sell	419,648 -136,384	-25%	-$908K	2.1%	8
2015 Q2	$3.73M	Buy	556,032 +12,920	+2%	+$88.1K	2.82%	6
2015 Q1	$3.66M	Buy	+543,112	New	+$3.6M	2.35%	8

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

Sharkey, Howes & Javer's SCHG Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, buying an estimated $61.5K and bringing the position to 17,648 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #105.

Sharkey, Howes & Javer first reported a position in SCHG in Q1 2015 and has held it in 46 quarters since. The position peaked at $25.2M in Q3 2016. 393 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sharkey, Howes & Javer held 17,648 shares of Schwab US Large-Cap Growth ETF worth $597K as of Q2 2026.
Sharkey, Howes & Javer bought 1,856 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $61.5K.
Schwab US Large-Cap Growth ETF made up 0.07% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #105 holding.
Sharkey, Howes & Javer first reported a position in Schwab US Large-Cap Growth ETF in Q1 2015 and has held it in 46 quarters since.
Sharkey, Howes & Javer's Schwab US Large-Cap Growth ETF position peaked at $25.2M in Q3 2016.
393 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.