Tucker Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tucker Asset 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	$157K	Buy	4,632 +27	+0.6%	+$895	0.04%	183
2026 Q1	$134K	Sell	4,605 -1,225	-21%	-$38.1K	0.04%	156
2025 Q4	$190K	Buy	5,830 +3,122	+115%	+$102K	0.06%	117
2025 Q3	$86.4K	Buy	2,708 +45	+2%	+$1.37K	0.03%	160
2025 Q2	$77.8K	Sell	2,663 -8,390	-76%	-$222K	0.02%	147
2025 Q1	$277K	Buy	11,053 +6,131	+125%	+$168K	0.09%	57
2024 Q4	$137K	Buy	4,922 +34	+0.7%	+$930	0.01%	193
2024 Q3	$127K	Hold	4,888	–	–	0.03%	197
2024 Q2	$123K	Hold	4,888	–	–	0.03%	219
2024 Q1	$113K	Buy	4,888 +736	+18%	+$16.3K	0.03%	255
2023 Q4	$86.1K	Hold	4,152	–	–	0.02%	244
2023 Q3	$75.5K	Buy	+4,152	New	+$78.2K	0.02%	259

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

Tucker Asset Management's SCHG Position: Q2 2026 in Review

Tucker Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.59% in Q2 2026, buying an estimated $895 and bringing the position to 4,632 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #183.

Tucker Asset Management first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $277K in Q1 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Tucker Asset Management held 4,632 shares of Schwab US Large-Cap Growth ETF worth $157K as of Q2 2026.
Tucker Asset Management bought 27 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $895.
Schwab US Large-Cap Growth ETF made up 0.04% of Tucker Asset Management's portfolio in Q2 2026, its #183 holding.
Tucker Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Tucker Asset Management's Schwab US Large-Cap Growth ETF position peaked at $277K in Q1 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.