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Veery Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Veery Capital’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 		$46.8M Buy
1,382,183
+31,310
+2% +$1.04M 12.56% 1
2026
Q1 		$39.4M Buy
1,350,873
+33,142
+3% +$1.03M 12.07% 1
2025
Q4 		$43M Sell
1,317,731
-15,243
-1% -$496K 13.19% 1
2025
Q3 		$42.5M Buy
1,332,974
+22,936
+2% +$699K 13.43% 1
2025
Q2 		$38.3M Buy
1,310,038
+67,651
+5% +$1.79M 13.16% 1
2025
Q1 		$31.1M Sell
1,242,387
-7,723
-0.6% -$212K 12.1% 1
2024
Q4 		$34.8M Buy
1,250,110
+223,882
+22% +$6.12M 13.33% 1
2024
Q3 		$26.7M Buy
1,026,228
+693,020
+208% +$17.4M 10.03% 1
2024
Q2 		$8.4M Buy
333,208
+51,960
+18% +$1.23M 3.4% 8
2024
Q1 		$6.52M Sell
281,248
-676
-0.2% -$15K 2.67% 10
2023
Q4 		$5.85M Buy
281,924
+464
+0.2% +$8.97K 2.62% 10
2023
Q3 		$5.12M Sell
281,460
-336
-0.1% -$6.33K 2.49% 10
2023
Q2 		$5.28M Buy
281,796
+2,980
+1% +$51.1K 2.49% 10
2023
Q1 		$4.54M Buy
278,816
+12,456
+5% +$189K 2.42% 10
2022
Q4 		$3.7M Sell
266,360
-16,468
-6% -$237K 2.19% 10
2022
Q3 		$3.95M Buy
282,828
+10,652
+4% +$167K 2.52% 9
2022
Q2 		$3.95M Buy
272,176
+40,488
+17% +$647K 2.43% 9
2022
Q1 		$4.33M Sell
231,688
-12,568
-5% -$229K 2.4% 9
2021
Q4 		$5M Buy
244,256
+5,976
+3% +$119K 2.63% 10
2021
Q3 		$4.41M Sell
238,280
-4,288
-2% -$81.7K 2.5% 9
2021
Q2 		$4.43M Sell
242,568
-32,432
-12% -$561K 2.58% 9
2021
Q1 		$4.46M Sell
275,000
-152
-0.1% -$2.47K 2.82% 9
2020
Q4 		$4.42M Buy
+275,152
New +$4.17M 2.98% 9

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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital's SCHG Position: Q2 2026 in Review

Veery Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,382,183 shares worth $46.8M. The position accounts for 12.56% of the portfolio, ranked #1.

Veery Capital first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Veery Capital held 1,382,183 shares of Schwab US Large-Cap Growth ETF worth $46.8M as of Q2 2026.
  • Veery Capital bought 31,310 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.04M.
  • Schwab US Large-Cap Growth ETF made up 12.56% of Veery Capital's portfolio in Q2 2026, its #1 holding.
  • Veery Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.