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SteelPeak Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SteelPeak Wealth’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 		$238K Sell
7,030
-201
-3% -$6.66K 0.01% 577
2026
Q1 		$211K Sell
7,231
-1,958
-21% -$60.9K 0.01% 521
2025
Q4 		$300K Sell
9,189
-1,392
-13% -$45.3K 0.01% 430
2025
Q3 		$338K Sell
10,581
-167
-2% -$5.09K 0.01% 440
2025
Q2 		$314K Sell
10,748
-1,799
-14% -$47.6K 0.01% 416
2025
Q1 		$314K Sell
12,547
-398
-3% -$10.9K 0.01% 407
2024
Q4 		$361K Buy
12,945
+405
+3% +$11.1K 0.01% 382
2024
Q3 		$327K Sell
12,540
-60
-0.5% -$1.51K 0.01% 379
2024
Q2 		$318K Buy
12,600
+3,476
+38% +$82K 0.01% 373
2024
Q1 		$211K Buy
+9,124
New +$202K 0.01% 422
2023
Q1 		– Sell
-16,856
Closed -$234K – 448
2022
Q4 		$234K Buy
16,856
+12
+0.1% +$173 0.02% 345
2022
Q3 		$235K Hold
16,844
– – 0.02% 353
2022
Q2 		$244K Buy
16,844
+164
+1% +$2.62K 0.02% 350
2022
Q1 		$312K Sell
16,680
-1,280
-7% -$23.3K 0.02% 348
2021
Q4 		$368K Buy
17,960
+512
+3% +$10.2K 0.02% 302
2021
Q3 		$323K Sell
17,448
-304
-2% -$5.79K 0.02% 320
2021
Q2 		$324K Sell
17,752
-1,448
-8% -$25.1K 0.02% 327
2021
Q1 		$311K Sell
19,200
-1,192
-6% -$19.4K 0.02% 298
2020
Q4 		$327K Buy
20,392
+632
+3% +$9.59K 0.03% 252
2020
Q3 		$284K Sell
19,760
-424
-2% -$5.91K 0.03% 220
2020
Q2 		$256K Hold
20,184
– – 0.03% 210
2020
Q1 		$201K Sell
20,184
-2,304
-10% -$26.3K 0.03% 210
2019
Q4 		$261K Buy
+22,488
New +$248K 0.04% 210

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
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

SteelPeak Wealth's SCHG Position: Q2 2026 in Review

SteelPeak Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q2 2026, selling an estimated $6.66K and leaving 7,030 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #577.

SteelPeak Wealth first reported a position in SCHG in Q4 2019 and has held it in 23 quarters since. The position peaked at $368K in Q4 2021. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • SteelPeak Wealth held 7,030 shares of Schwab US Large-Cap Growth ETF worth $238K as of Q2 2026.
  • SteelPeak Wealth sold 201 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.66K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #577 holding.
  • SteelPeak Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • SteelPeak Wealth's Schwab US Large-Cap Growth ETF position peaked at $368K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.