Value Investment Professionals’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Value Investment Professionals’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	$317K	Buy	+9,377	New	+$311K	0.27%	76
2026 Q1	–	Sell	-10,156	Closed	-$331K	–	88
2025 Q4	$331K	Buy	+10,156	New	+$330K	0.35%	60

Other funds holding SCHG

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Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return