SC
SCHG icon

Stolper & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stolper & Co’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 		$310K Sell
9,170
-7,829
-46% -$259K 0.08% 86
2026
Q1 		$2.25M Buy
16,999
+7,829
+85% +$243K 0.64% 48
2025
Q4 		$299K Sell
9,170
-99
-1% -$3.22K 0.09% 85
2025
Q3 		$296K Sell
9,269
-276
-3% -$8.41K 0.09% 85
2025
Q2 		$279K Sell
9,545
-61
-0.6% -$1.61K 0.09% 86
2025
Q1 		$241K Hold
9,606
– – 0.08% 86
2024
Q4 		$268K Sell
9,606
-170
-2% -$4.65K 0.09% 85
2024
Q3 		$255K Hold
9,776
– – 0.08% 86
2024
Q2 		$246K Sell
9,776
-272
-3% -$6.42K 0.09% 86
2024
Q1 		$233K Hold
10,048
– – 0.08% 86
2023
Q4 		$208K Buy
+10,048
New +$194K 0.08% 86
2022
Q2 		– Sell
-11,752
Closed -$220K – 86
2022
Q1 		$220K Sell
11,752
-72
-0.6% -$1.31K 0.09% 83
2021
Q4 		$242K Hold
11,824
– – 0.11% 81
2021
Q3 		$219K Sell
11,824
-136
-1% -$2.59K 0.1% 83
2021
Q2 		$218K Buy
+11,960
New +$207K 0.1% 88

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

Stolper & Co's SCHG Position: Q2 2026 in Review

Stolper & Co reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 46% in Q2 2026, selling an estimated $259K and leaving 9,170 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #86.

Stolper & Co first reported a position in SCHG in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.25M in Q1 2026. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Stolper & Co held 9,170 shares of Schwab US Large-Cap Growth ETF worth $310K as of Q2 2026.
  • Stolper & Co sold 7,829 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $259K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Stolper & Co's portfolio in Q2 2026, its #86 holding.
  • Stolper & Co first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 15 quarters since.
  • Stolper & Co's Schwab US Large-Cap Growth ETF position peaked at $2.25M in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.