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

Valued 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	$29.1K	Sell	860 -10	-1%	-$331	0.01%	157
2026 Q1	$25.3K	Buy	870 +128	+17%	+$3.98K	0.01%	155
2025 Q4	$24.2K	Sell	742 -7	-0.9%	-$228	0.01%	140
2025 Q3	$23.9K	Sell	749 -254	-25%	-$7.74K	0.01%	132
2025 Q2	$29.3K	Buy	1,003 +255	+34%	+$6.74K	0.02%	125
2025 Q1	$18.7K	Buy	+748	New	+$20.5K	0.01%	157

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

Valued Wealth Advisors's SCHG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q2 2026, selling an estimated $331 and leaving 860 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #157.

Valued Wealth Advisors first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.3K in Q2 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Valued Wealth Advisors held 860 shares of Schwab US Large-Cap Growth ETF worth $29.1K as of Q2 2026.
Valued Wealth Advisors sold 10 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $331.
Schwab US Large-Cap Growth ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Valued Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Valued Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $29.3K in Q2 2025.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.