TrueWealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TrueWealth Advisors’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	$1.45M	Sell	42,993 -96	-0.2%	-$3.18K	0.33%	53
2026 Q1	$1.26M	Sell	43,089 -295	-0.7%	-$9.17K	0.32%	57
2025 Q4	$1.42M	Buy	43,384 +4	+0%	+$130	0.37%	51
2025 Q3	$1.38M	Buy	43,380 +4	+0%	+$122	0.37%	55
2025 Q2	$1.27M	Sell	43,376 -496	-1%	-$13.1K	0.38%	57
2025 Q1	$1.1M	Buy	43,872 +455	+1%	+$12.5K	0.36%	56
2024 Q4	$1.21M	Buy	43,417 +177	+0.4%	+$4.84K	0.4%	58
2024 Q3	$1.13M	Sell	43,240 -88	-0.2%	-$2.21K	0.38%	59
2024 Q2	$1.09M	Sell	43,328 -200	-0.5%	-$4.72K	0.4%	49
2024 Q1	$1.01M	Buy	43,528 +4	+0%	+$88	0.39%	53
2023 Q4	$903K	Sell	43,524 -5,068	-10%	-$98K	0.35%	52
2023 Q3	$883K	Sell	48,592 -612	-1%	-$11.5K	0.37%	51
2023 Q2	$922K	Sell	49,204 -4,724	-9%	-$81K	0.38%	51
2023 Q1	$879K	Sell	53,928 -1,808	-3%	-$27.4K	0.37%	56
2022 Q4	$774K	Sell	55,736 -13,548	-20%	-$195K	0.34%	59
2022 Q3	$967K	Sell	69,284 -5,436	-7%	-$85.2K	0.46%	45
2022 Q2	$1.08M	Buy	74,720 +29,440	+65%	+$471K	0.5%	44
2022 Q1	$1.85M	Sell	45,280 -45,280	-50%	-$826K	0.83%	31
2021 Q4	$1.85M	Sell	90,560 -6,744	-7%	-$135K	0.83%	31
2021 Q3	$1.8M	Sell	97,304 -2,704	-3%	-$51.5K	1.01%	24
2021 Q2	$1.82M	Sell	100,008 -14,640	-13%	-$253K	1.07%	22
2021 Q1	$1.99M	Sell	114,648 -238,544	-68%	-$3.88M	1.29%	19
2020 Q4	$5.67M	Buy	+353,192	New	+$5.36M	4.88%	4

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors's SCHG Position: Q2 2026 in Review

TrueWealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.22% in Q2 2026, selling an estimated $3.18K and leaving 42,993 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #53.

TrueWealth Advisors first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.67M in Q4 2020. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

TrueWealth Advisors held 42,993 shares of Schwab US Large-Cap Growth ETF worth $1.45M as of Q2 2026.
TrueWealth Advisors sold 96 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.18K.
Schwab US Large-Cap Growth ETF made up 0.33% of TrueWealth Advisors's portfolio in Q2 2026, its #53 holding.
TrueWealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $5.67M in Q4 2020.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.