Wagner Wealth Management (South Carolina)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wagner Wealth Management (South Carolina)’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	$750	Hold	22	–	–	﹤0.01%	277
2026 Q1	$645	Hold	22	–	–	﹤0.01%	275
2025 Q4	$722	Hold	22	–	–	﹤0.01%	257
2025 Q3	$705	Hold	22	–	–	﹤0.01%	235
2025 Q2	$645	Sell	22 -641	-97%	-$16.9K	﹤0.01%	241
2025 Q1	$16.6K	Buy	663 +108	+19%	+$2.96K	﹤0.01%	180
2024 Q4	$15.5K	Buy	555 +55	+11%	+$1.5K	﹤0.01%	180
2024 Q3	$13K	Buy	500 +96	+24%	+$2.42K	﹤0.01%	179
2024 Q2	$10.2K	Buy	404 +20	+5%	+$472	﹤0.01%	211
2024 Q1	$8.9K	Buy	384 +36	+10%	+$796	﹤0.01%	210
2023 Q4	$7.22K	Buy	348 +28	+9%	+$542	﹤0.01%	204
2023 Q3	$5.82K	Buy	320 +144	+82%	+$2.71K	﹤0.01%	181
2023 Q2	$3.3K	Buy	176 +28	+19%	+$480	﹤0.01%	197
2023 Q1	$2.41K	Buy	148 +64	+76%	+$971	﹤0.01%	198
2022 Q4	$1.17K	Buy	84 +64	+320%	+$920	﹤0.01%	220
2022 Q3	$0	Buy	+20	New	+$313	﹤0.01%	767

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

Wagner Wealth Management (South Carolina)'s SCHG Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 22 shares worth $750. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Wagner Wealth Management (South Carolina) first reported a position in SCHG in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.6K in Q1 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wagner Wealth Management (South Carolina) held 22 shares of Schwab US Large-Cap Growth ETF worth $750 as of Q2 2026.
Wagner Wealth Management (South Carolina) left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #277 holding.
Wagner Wealth Management (South Carolina) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Wagner Wealth Management (South Carolina)'s Schwab US Large-Cap Growth ETF position peaked at $16.6K in Q1 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.