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Sound Income Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sound Income Strategies’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 		– Sell
-5,184
Closed -$152K – 2045
2026
Q1 		$152K Buy
5,184
+4,478
+634% +$139K 0.01% 486
2025
Q4 		$22.9K Buy
706
+80
+13% +$2.6K ﹤0.01% 1100
2025
Q3 		$20.3K Sell
626
-31
-5% -$945 ﹤0.01% 806
2025
Q2 		$19.2K Sell
657
-1,775
-73% -$46.9K ﹤0.01% 756
2025
Q1 		$60.9K Buy
2,432
+1,831
+305% +$50.1K ﹤0.01% 469
2024
Q4 		$16.8K Buy
601
+33
+6% +$902 ﹤0.01% 717
2024
Q3 		$14.8K Buy
+568
New +$14.3K ﹤0.01% 702
2024
Q1 		– Sell
-604
Closed -$12.5K – 1434
2023
Q4 		$12.5K Sell
604
-732
-55% -$14.2K ﹤0.01% 690
2023
Q3 		$24.3K Sell
1,336
-1,652
-55% -$31.1K ﹤0.01% 403
2023
Q2 		$56K Buy
2,988
+2,948
+7,370% +$50.5K 0.01% 288
2023
Q1 		$652 Buy
+40
New +$607 ﹤0.01% 966
2018
Q4 		– Sell
-584
Closed -$6K – 776
2018
Q3 		$6K Buy
+584
New +$5.82K ﹤0.01% 438

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

Sound Income Strategies's SCHG Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 5,184 shares — an estimated $152K sold.

Sound Income Strategies first reported a position in SCHG in Q3 2018 and held it in 12 quarters. The position peaked at $152K in Q1 2026. 876 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 5,184 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $152K.
  • Sound Income Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and held it in 12 quarters.
  • Sound Income Strategies's Schwab US Large-Cap Growth ETF position peaked at $152K in Q1 2026.
  • 876 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.