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

Wealth Advisory Team’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 		$615K Buy
+18,176
New +$602K 0.5% 27
2025
Q4 		$592K Buy
+18,134
New +$590K 0.52% 23
2025
Q2 		$559K Buy
+19,126
New +$506K 0.52% 23

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wealth Advisory Team opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 18,176 shares worth $615K. The stake represents 0.5% of the portfolio and ranks #27 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in SCHG as recently as Q4 2025.

Wealth Advisory Team first reported a position in SCHG in Q2 2025 and has held it in 3 quarters since. 1,298 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Wealth Advisory Team held 18,176 shares of Schwab US Large-Cap Growth ETF worth $615K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Wealth Advisory Team position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.5% of Wealth Advisory Team's portfolio in Q2 2026, its #27 holding.
  • Wealth Advisory Team first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,298 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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