VSM Wealth Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

VSM Wealth Advisory’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	$965K	Buy	28,531 +2,070	+8%	+$68.6K	0.26%	38
2026 Q1	$771K	Buy	26,461 +941	+4%	+$29.3K	0.23%	42
2025 Q4	$830K	Buy	25,520 +1,743	+7%	+$56.7K	0.25%	44
2025 Q3	$759K	Sell	23,777 -308,676	-93%	-$9.41M	0.24%	43
2025 Q2	$8.13M	Buy	332,453 +324,086	+3,873%	+$8.57M	2.68%	12
2025 Q1	$210K	Buy	8,367 +5,239	+167%	+$143K	0.08%	86
2024 Q4	$87.2K	Buy	+3,128	New	+$85.5K	0.03%	143

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

VSM Wealth Advisory's SCHG Position: Q2 2026 in Review

VSM Wealth Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.8% in Q2 2026, buying an estimated $68.6K and bringing the position to 28,531 shares worth $965K. The position accounts for 0.26% of the portfolio, ranked #38.

VSM Wealth Advisory first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.13M in Q2 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

VSM Wealth Advisory held 28,531 shares of Schwab US Large-Cap Growth ETF worth $965K as of Q2 2026.
VSM Wealth Advisory bought 2,070 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $68.6K.
Schwab US Large-Cap Growth ETF made up 0.26% of VSM Wealth Advisory's portfolio in Q2 2026, its #38 holding.
VSM Wealth Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Schwab US Large-Cap Growth ETF position peaked at $8.13M in Q2 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.