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Wealth Dimensions Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealth Dimensions Group’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 		$365K Buy
10,778
+1
+0% +$33 0.07% 132
2026
Q1 		$314K Buy
+10,777
New +$335K 0.06% 136

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

Wealth Dimensions Group's SCHG Position: Q2 2026 in Review

Wealth Dimensions Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q2 2026, buying an estimated $33 and bringing the position to 10,778 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #132.

Wealth Dimensions Group first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Wealth Dimensions Group held 10,778 shares of Schwab US Large-Cap Growth ETF worth $365K as of Q2 2026.
  • Wealth Dimensions Group bought 1 Schwab US Large-Cap Growth ETF share in Q2 2026, an estimated $33.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #132 holding.
  • Wealth Dimensions Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.