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

WCG 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	$1.2M	Sell	35,543 -6,409	-15%	-$212K	0.03%	376
2026 Q1	$1.22M	Sell	41,952 -15,406	-27%	-$479K	0.03%	345
2025 Q4	$1.87M	Buy	57,358 +7,343	+15%	+$239K	0.05%	268
2025 Q3	$1.6M	Buy	50,015 +2,314	+5%	+$70.5K	0.1%	174
2025 Q2	$1.39M	Buy	47,701 +4,791	+11%	+$127K	0.09%	189
2025 Q1	$1.07M	Buy	42,910 +607	+1%	+$16.6K	0.08%	191
2024 Q4	$1.18M	Sell	42,303 -6,513	-13%	-$178K	0.08%	196
2024 Q3	$1.27M	Buy	+48,816	New	+$1.23M	0.09%	200

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

WCG Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q2 2026, selling an estimated $212K and leaving 35,543 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #376.

WCG Wealth Advisors first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

WCG Wealth Advisors held 35,543 shares of Schwab US Large-Cap Growth ETF worth $1.2M as of Q2 2026.
WCG Wealth Advisors sold 6,409 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $212K.
Schwab US Large-Cap Growth ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #376 holding.
WCG Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
WCG Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.87M in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.