Towercrest Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Towercrest Capital Management’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	$3.45M	Sell	102,084 -34	-0%	-$1.13K	0.48%	34
2026 Q1	$2.97M	Sell	102,118 -53	-0.1%	-$1.65K	0.46%	35
2025 Q4	$3.33M	Sell	102,171 -23	-0%	-$748	0.53%	35
2025 Q3	$3.26M	Sell	102,194 -38	-0%	-$1.16K	0.52%	38
2025 Q2	$2.99M	Hold	102,232	–	–	0.53%	37
2025 Q1	$2.56M	Hold	102,232	–	–	0.49%	36
2024 Q4	$2.85M	Hold	102,232	–	–	0.46%	38
2024 Q3	$2.66M	Buy	102,232 +824	+0.8%	+$20.7K	0.43%	38
2024 Q2	$2.56M	Hold	101,408	–	–	0.42%	38
2024 Q1	$2.35M	Hold	101,408	–	–	0.4%	40
2023 Q4	$2.1M	Sell	101,408 -912	-0.9%	-$17.6K	0.38%	41
2023 Q3	$1.86M	Sell	102,320 -112	-0.1%	-$2.11K	0.36%	44
2023 Q2	$1.92M	Sell	102,432 -532	-0.5%	-$9.12K	0.36%	44
2023 Q1	$1.68M	Sell	102,964 -804	-0.8%	-$12.2K	0.35%	43
2022 Q4	$1.44M	Sell	103,768 -928	-0.9%	-$13.3K	0.32%	44
2022 Q3	$1.46M	Sell	104,696 -556	-0.5%	-$8.71K	0.34%	44
2022 Q2	$1.53M	Sell	105,252 -708	-0.7%	-$11.3K	0.34%	43
2022 Q1	$1.98M	Sell	105,960 -8	-0%	-$146	0.39%	42
2021 Q4	$2.17M	Sell	105,968 -1,304	-1%	-$26.1K	0.4%	42
2021 Q3	$1.99M	Sell	107,272 -200	-0.2%	-$3.81K	0.38%	44
2021 Q2	$1.96M	Hold	107,472	–	–	0.38%	42
2021 Q1	$1.74M	Sell	107,472 -240	-0.2%	-$3.9K	0.37%	40
2020 Q4	$1.73M	Buy	107,712 +15,040	+16%	+$228K	0.39%	40
2020 Q3	$1.33M	Sell	92,672 -9,832	-10%	-$137K	0.33%	43
2020 Q2	$1.3M	Sell	102,504 -424	-0.4%	-$4.94K	0.34%	43
2020 Q1	$1.02M	Sell	102,928 -248	-0.2%	-$2.83K	0.31%	44
2019 Q4	$1.2M	Sell	103,176 -320	-0.3%	-$3.53K	0.31%	44
2019 Q3	$1.09M	Hold	103,496	–	–	0.3%	43
2019 Q2	$1.08M	Hold	103,496	–	–	0.3%	41
2019 Q1	$1.03M	Sell	103,496 -7,488	-7%	-$70.8K	0.3%	43
2018 Q4	$956K	Sell	110,984 -22,080	-17%	-$206K	0.31%	43
2018 Q3	$1.36M	Sell	133,064 -72,248	-35%	-$720K	0.4%	45
2018 Q2	$1.95M	Buy	+205,312	New	+$1.91M	0.61%	39

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Towercrest Capital Management's SCHG Position: Q2 2026 in Review

Towercrest Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, selling an estimated $1.13K and leaving 102,084 shares worth $3.45M. The position accounts for 0.48% of the portfolio, ranked #34.

Towercrest Capital Management first reported a position in SCHG in Q2 2018 and has held it in 33 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Towercrest Capital Management held 102,084 shares of Schwab US Large-Cap Growth ETF worth $3.45M as of Q2 2026.
Towercrest Capital Management sold 34 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.13K.
Schwab US Large-Cap Growth ETF made up 0.48% of Towercrest Capital Management's portfolio in Q2 2026, its #34 holding.
Towercrest Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 33 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.