Triangle Securities Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Triangle Securities Wealth 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	$802K	Buy	23,713 +2,530	+12%	+$83.8K	0.16%	127
2026 Q1	$617K	Buy	21,183 +4,322	+26%	+$134K	0.14%	142
2025 Q4	$550K	Buy	16,861 +1,339	+9%	+$43.5K	0.12%	152
2025 Q3	$495K	Buy	15,522 +458	+3%	+$14K	0.11%	156
2025 Q2	$440K	Buy	+15,064	New	+$398K	0.11%	157

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

Triangle Securities Wealth Management's SCHG Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, buying an estimated $83.8K and bringing the position to 23,713 shares worth $802K. The position accounts for 0.16% of the portfolio, ranked #127.

Triangle Securities Wealth Management first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Triangle Securities Wealth Management held 23,713 shares of Schwab US Large-Cap Growth ETF worth $802K as of Q2 2026.
Triangle Securities Wealth Management bought 2,530 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $83.8K.
Schwab US Large-Cap Growth ETF made up 0.16% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #127 holding.
Triangle Securities Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.