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

WBH 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 		$24.5M Sell
725,363
-16,754
-2% -$555K 1.65% 11
2026
Q1 		$21.8M Sell
742,117
-88,208
-11% -$2.74M 1.63% 13
2025
Q4 		$27.1M Buy
830,325
+25,596
+3% +$832K 2.01% 8
2025
Q3 		$25.7M Buy
804,729
+74,480
+10% +$2.27M 1.96% 9
2025
Q2 		$21.3M Buy
730,249
+57,999
+9% +$1.53M 1.82% 10
2025
Q1 		$16.8M Buy
672,250
+14,739
+2% +$404K 1.57% 16
2024
Q4 		$18.3M Sell
657,511
-63,005
-9% -$1.72M 1.7% 16
2024
Q3 		$18.8M Sell
720,516
-11,560
-2% -$291K 1.78% 13
2024
Q2 		$18.5M Sell
732,076
-66,752
-8% -$1.57M 1.87% 13
2024
Q1 		$18.5M Sell
798,828
-118,592
-13% -$2.62M 1.91% 12
2023
Q4 		$19M Buy
917,420
+12,244
+1% +$237K 2.12% 10
2023
Q3 		$16.5M Sell
905,176
-99,064
-10% -$1.86M 2.02% 8
2023
Q2 		$18.8M Buy
1,004,240
+137,644
+16% +$2.36M 2.23% 6
2023
Q1 		$14.1M Buy
+866,596
New +$13.2M 1.76% 9
2022
Q3 		$14.2M Buy
1,019,004
+181,492
+22% +$2.84M 2.05% 6
2022
Q2 		$12.6M Buy
837,512
+184,508
+28% +$2.95M 1.68% 10
2022
Q1 		$11.1M Buy
653,004
+29,044
+5% +$530K 1.36% 16
2021
Q4 		$12.8M Buy
+623,960
New +$12.5M 1.46% 19

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WBH Advisory's SCHG Position: Q2 2026 in Review

WBH Advisory reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, selling an estimated $555K and leaving 725,363 shares worth $24.5M. The position accounts for 1.65% of the portfolio, ranked #11.

WBH Advisory first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.1M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • WBH Advisory held 725,363 shares of Schwab US Large-Cap Growth ETF worth $24.5M as of Q2 2026.
  • WBH Advisory sold 16,754 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $555K.
  • Schwab US Large-Cap Growth ETF made up 1.65% of WBH Advisory's portfolio in Q2 2026, its #11 holding.
  • WBH Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • WBH Advisory's Schwab US Large-Cap Growth ETF position peaked at $27.1M in Q4 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.