Stewardship Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stewardship Advisors’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	$2.48M	Sell	73,365 -1,184	-2%	-$39.2K	0.52%	32
2026 Q1	$2.17M	Buy	74,549 +15,741	+27%	+$489K	0.5%	35
2025 Q4	$1.92M	Buy	58,808 +3	+0%	+$98	0.44%	37
2025 Q3	$1.88M	Sell	58,805 -4,740	-7%	-$144K	0.44%	36
2025 Q2	$1.86M	Buy	63,545 +4,337	+7%	+$115K	0.47%	35
2025 Q1	$1.48M	Buy	59,208 +9,160	+18%	+$251K	0.4%	39
2024 Q4	$1.39M	Buy	50,048 +8,428	+20%	+$230K	0.39%	42
2024 Q3	$1.08M	Buy	41,620 +29,472	+243%	+$742K	0.31%	46
2024 Q2	$306K	Buy	+12,148	New	+$287K	0.1%	56

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

Stewardship Advisors's SCHG Position: Q2 2026 in Review

Stewardship Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, selling an estimated $39.2K and leaving 73,365 shares worth $2.48M. The position accounts for 0.52% of the portfolio, ranked #32.

Stewardship Advisors first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 402 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Stewardship Advisors held 73,365 shares of Schwab US Large-Cap Growth ETF worth $2.48M as of Q2 2026.
Stewardship Advisors sold 1,184 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $39.2K.
Schwab US Large-Cap Growth ETF made up 0.52% of Stewardship Advisors's portfolio in Q2 2026, its #32 holding.
Stewardship Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
402 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.