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Signet Investment Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Signet Investment Advisory Group’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 		$2.07M Buy
61,286
+125
+0.2% +$4.14K 0.91% 41
2026
Q1 		$1.78M Sell
61,161
-392
-0.6% -$12.2K 0.82% 41
2025
Q4 		$2.01M Sell
61,553
-5,262
-8% -$171K 0.93% 38
2025
Q3 		$2.13M Sell
66,815
-1,205
-2% -$36.7K 1.02% 37
2025
Q2 		$1.99M Sell
68,020
-1,257
-2% -$33.2K 1.02% 38
2025
Q1 		$1.73M Buy
69,277
+367
+0.5% +$10.1K 0.87% 40
2024
Q4 		$1.92M Sell
68,910
-6
-0% -$164 0.98% 37
2024
Q3 		$1.79M Sell
68,916
-2,632
-4% -$66.2K 0.9% 44
2024
Q2 		$1.8M Buy
71,548
+2,296
+3% +$54.2K 0.97% 42
2024
Q1 		$1.61M Buy
69,252
+3,836
+6% +$84.8K 0.88% 44
2023
Q4 		$1.36M Buy
65,416
+104
+0.2% +$2.01K 0.82% 46
2023
Q3 		$1.19M Sell
65,312
-728
-1% -$13.7K 0.79% 46
2023
Q2 		$1.24M Sell
66,040
-2,972
-4% -$51K 0.82% 47
2023
Q1 		$1.12M Sell
69,012
-2,748
-4% -$41.7K 0.78% 48
2022
Q4 		$997K Buy
71,760
+580
+0.8% +$8.34K 0.7% 47
2022
Q3 		$993K Buy
71,180
+696
+1% +$10.9K 0.77% 46
2022
Q2 		$1.02M Buy
70,484
+1,632
+2% +$26.1K 0.71% 47
2022
Q1 		$1.29M Buy
68,852
+460
+0.7% +$8.39K 0.77% 44
2021
Q4 		$1.4M Buy
68,392
+5,152
+8% +$103K 0.8% 43
2021
Q3 		$1.17M Buy
63,240
+1,392
+2% +$26.5K 0.74% 46
2021
Q2 		$1.13M Buy
61,848
+14,144
+30% +$245K 0.73% 44
2021
Q1 		$774K Buy
47,704
+15,056
+46% +$245K 0.6% 50
2020
Q4 		$524K Buy
+32,648
New +$495K 0.41% 54

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signet Investment Advisory Group's SCHG Position: Q2 2026 in Review

Signet Investment Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.2% in Q2 2026, buying an estimated $4.14K and bringing the position to 61,286 shares worth $2.07M. The position accounts for 0.91% of the portfolio, ranked #41.

Signet Investment Advisory Group first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.13M in Q3 2025. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Signet Investment Advisory Group held 61,286 shares of Schwab US Large-Cap Growth ETF worth $2.07M as of Q2 2026.
  • Signet Investment Advisory Group bought 125 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.14K.
  • Schwab US Large-Cap Growth ETF made up 0.91% of Signet Investment Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Signet Investment Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Signet Investment Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $2.13M in Q3 2025.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Signet Investment Advisory Group's 13F filing for Q2 2026, filed 30 Jul 2026.