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Trust Point Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Trust Point 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 		$276K Hold
8,167
– – 0.02% 358
2026
Q1 		$238K Buy
+8,167
New +$254K 0.02% 460
2024
Q3 		– Sell
-15,412
Closed -$389K – 530
2024
Q2 		$389K Buy
+15,412
New +$364K 0.03% 317

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

Trust Point Inc's SCHG Position: Q2 2026 in Review

Trust Point Inc held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 8,167 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #358.

Trust Point Inc first reported a position in SCHG in Q2 2024 and has held it in 3 quarters since. The position peaked at $389K in Q2 2024. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Trust Point Inc held 8,167 shares of Schwab US Large-Cap Growth ETF worth $276K as of Q2 2026.
  • Trust Point Inc left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #358 holding.
  • Trust Point Inc first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • Trust Point Inc's Schwab US Large-Cap Growth ETF position peaked at $389K in Q2 2024.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.