J. M. Brown & Associates Inc.’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

J. M. Brown & Associates Inc.’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	$679K	Buy	+20,079	New	+$665K	0.39%	85

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Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

J. M. Brown & Associates Inc.'s SCHG Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 20,079 shares worth $679K. The stake represents 0.39% of the portfolio and ranks #85 among its holdings.

605 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

J. M. Brown & Associates Inc. held 20,079 shares of Schwab US Large-Cap Growth ETF worth $679K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.39% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #85 holding.
605 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.