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True Wealth Design’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

True Wealth Design’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 		– Sell
-1,551
Closed -$45.2K – 2859
2026
Q1 		$45.2K Buy
+1,551
New +$48.2K 0.01% 430

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
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

True Wealth Design's SCHG Position: Q2 2026 in Review

True Wealth Design sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 1,551 shares — an estimated $45.2K sold.

True Wealth Design first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $45.2K in Q1 2026. 430 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • True Wealth Design reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1,551 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $45.2K.
  • True Wealth Design first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's Schwab US Large-Cap Growth ETF position peaked at $45.2K in Q1 2026.
  • 430 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.