Twin Peaks Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Twin Peaks Wealth 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	–	Sell	-2,314	Closed	-$67.4K	–	1827
2026 Q1	$67.4K	Buy	+2,314	New	+$71.9K	0.02%	363
2025 Q3	–	Sell	-2,904	Closed	-$89.1K	–	1735
2025 Q2	$89.1K	Buy	+2,904	New	+$76.8K	0.03%	247

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

Twin Peaks Wealth Advisors's SCHG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 2,314 shares — an estimated $67.4K sold.

Twin Peaks Wealth Advisors first reported a position in SCHG in Q2 2025 and held it in 2 quarters. The position peaked at $89.1K in Q2 2025. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2,314 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $67.4K.
Twin Peaks Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $89.1K in Q2 2025.
1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.