SWM
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Spire Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Spire Wealth Management’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 		$3.69M Buy
109,082
+12,908
+13% +$428K 0.11% 168
2026
Q1 		$2.8M Buy
96,174
+8,429
+10% +$262K 0.1% 199
2025
Q4 		$2.86M Buy
87,745
+10,072
+13% +$328K 0.1% 187
2025
Q3 		$2.48M Buy
77,673
+14,389
+23% +$439K 0.08% 196
2025
Q2 		$1.85M Buy
63,284
+6,795
+12% +$180K 0.07% 250
2025
Q1 		$1.41M Buy
56,489
+4,676
+9% +$128K 0.05% 329
2024
Q4 		$1.44M Buy
51,813
+14,225
+38% +$389K 0.04% 311
2024
Q3 		$979K Buy
37,588
+13,944
+59% +$351K 0.03% 376
2024
Q2 		$596K Sell
23,644
-4,588
-16% -$108K 0.02% 453
2024
Q1 		$654K Buy
28,232
+1,312
+5% +$29K 0.01% 455
2023
Q4 		$576K Buy
26,920
+1,024
+4% +$19.8K 0.02% 485
2023
Q3 		$471K Buy
25,896
+960
+4% +$18.1K 0.02% 488
2023
Q2 		$467K Buy
24,936
+1,768
+8% +$30.3K 0.02% 502
2023
Q1 		$377K Buy
23,168
+10,760
+87% +$163K 0.01% 561
2022
Q4 		$172K Buy
12,408
+232
+2% +$3.33K 0.01% 592
2022
Q3 		$170K Sell
12,176
-7,572
-38% -$119K 0.01% 576
2022
Q2 		$286K Sell
19,748
-12,484
-39% -$200K 0.01% 649
2022
Q1 		$603K Sell
32,232
-1,512
-4% -$27.6K 0.02% 516
2021
Q4 		$691K Sell
33,744
-1,664
-5% -$33.3K 0.02% 593
2021
Q3 		$655K Buy
35,408
+1,952
+6% +$37.2K 0.02% 520
2021
Q2 		$611K Sell
33,456
-10,920
-25% -$189K 0.02% 556
2021
Q1 		$720K Buy
+44,376
New +$722K 0.02% 550

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
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Spire Wealth Management's SCHG Position: Q2 2026 in Review

Spire Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, buying an estimated $428K and bringing the position to 109,082 shares worth $3.69M. The position accounts for 0.11% of the portfolio, ranked #168.

Spire Wealth Management first reported a position in SCHG in Q1 2021 and has held it in 22 quarters since. 530 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Spire Wealth Management held 109,082 shares of Schwab US Large-Cap Growth ETF worth $3.69M as of Q2 2026.
  • Spire Wealth Management bought 12,908 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $428K.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Spire Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Spire Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 530 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.