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

Tempus Wealth Planning’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 		$4.45M Buy
131,508
+6,475
+5% +$215K 0.87% 25
2026
Q1 		$3.64M Buy
125,033
+2,173
+2% +$67.5K 0.84% 25
2025
Q4 		$4.01M Buy
122,860
+3,944
+3% +$128K 0.92% 25
2025
Q3 		$3.79M Buy
118,916
+7,288
+7% +$222K 0.87% 27
2025
Q2 		$3.26M Buy
111,628
+5,601
+5% +$148K 0.81% 28
2025
Q1 		$2.65M Sell
106,027
-7,225
-6% -$198K 0.79% 28
2024
Q4 		$3.16M Sell
113,252
-1,060
-0.9% -$29K 0.96% 24
2024
Q3 		$2.98M Sell
114,312
-1,052
-0.9% -$26.5K 1.09% 18
2024
Q2 		$2.91M Buy
115,364
+700
+0.6% +$16.5K 1.21% 16
2024
Q1 		$2.66M Sell
114,664
-308
-0.3% -$6.81K 1.17% 19
2023
Q4 		$2.38M Buy
114,972
+9,412
+9% +$182K 1.05% 23
2023
Q3 		$1.92M Buy
105,560
+712
+0.7% +$13.4K 0.96% 19
2023
Q2 		$1.96M Buy
104,848
+9,176
+10% +$157K 0.89% 28
2023
Q1 		$1.56M Buy
95,672
+24,460
+34% +$371K 0.76% 29
2022
Q4 		$989K Buy
71,212
+52,016
+271% +$748K 0.6% 50
2022
Q3 		$268K Buy
+19,196
New +$301K 0.18% 140

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tempus Wealth Planning's SCHG Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q2 2026, buying an estimated $215K and bringing the position to 131,508 shares worth $4.45M. The position accounts for 0.87% of the portfolio, ranked #25.

Tempus Wealth Planning first reported a position in SCHG in Q3 2022 and has held it in 16 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Tempus Wealth Planning held 131,508 shares of Schwab US Large-Cap Growth ETF worth $4.45M as of Q2 2026.
  • Tempus Wealth Planning bought 6,475 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $215K.
  • Schwab US Large-Cap Growth ETF made up 0.87% of Tempus Wealth Planning's portfolio in Q2 2026, its #25 holding.
  • Tempus Wealth Planning first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.