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

Wealth Enhancement Advisory Services’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	$65.6M	Buy	1,892,340 +43,073	+2%	+$1.43M	0.11%	169
2026 Q1	$54.4M	Sell	1,849,267 -1,260,269	-41%	-$39.2M	0.11%	173
2025 Q4	$102M	Buy	3,109,536 +24,783	+0.8%	+$806K	0.14%	130
2025 Q3	$99.2M	Sell	3,084,753 -59,808	-2%	-$1.82M	0.15%	130
2025 Q2	$92.5M	Buy	3,144,561 +79,040	+3%	+$2.09M	0.15%	131
2025 Q1	$76.8M	Sell	3,065,521 -181,428	-6%	-$4.97M	0.15%	139
2024 Q4	$90.5M	Sell	3,246,949 -189,547	-6%	-$5.18M	0.17%	123
2024 Q3	$89.5M	Sell	3,436,496 -100,592	-3%	-$2.53M	0.19%	110
2024 Q2	$89.2M	Sell	3,537,088 -70,692	-2%	-$1.67M	0.21%	99
2024 Q1	$83.6M	Sell	3,607,780 -65,480	-2%	-$1.45M	0.22%	101
2023 Q4	$76.2M	Sell	3,673,260 -89,576	-2%	-$1.73M	0.22%	101
2023 Q3	$68.4M	Buy	3,762,836 +3,626,096	+2,652%	+$68.3M	0.23%	95
2023 Q2	$2.56M	Sell	136,740 -36,320	-21%	-$623K	0.03%	174
2023 Q1	$2.82M	Buy	173,060 +82,668	+91%	+$1.25M	0.03%	176
2022 Q4	$1.36M	Sell	90,392 -2,856	-3%	-$41.1K	0.02%	199
2022 Q3	$1.31M	Buy	93,248 +11,384	+14%	+$178K	0.02%	211
2022 Q2	$1.25M	Buy	81,864 +15,064	+23%	+$241K	0.02%	236
2022 Q1	$1.28M	Buy	66,800 +19,536	+41%	+$356K	0.02%	225
2021 Q4	$872K	Sell	47,264 -16,048	-25%	-$321K	0.01%	229
2021 Q3	$1.25M	Buy	63,312 +9,648	+18%	+$184K	0.02%	196
2021 Q2	$1M	Buy	53,664 +6,216	+13%	+$108K	0.02%	197
2021 Q1	$798K	Buy	47,448 +2,896	+7%	+$47.1K	0.01%	211
2020 Q4	$705K	Buy	44,552 +4,728	+12%	+$71.7K	0.02%	188
2020 Q3	$609K	Buy	39,824 +19,352	+95%	+$270K	0.02%	188
2020 Q2	$278K	Sell	20,472 -15,112	-42%	-$176K	0.01%	200
2020 Q1	$394K	Sell	35,584 -22,024	-38%	-$251K	0.01%	191
2019 Q4	$669K	Buy	57,608 +1,240	+2%	+$13.7K	0.02%	182
2019 Q3	$596K	Buy	56,368 +11,272	+25%	+$119K	0.02%	178
2019 Q2	$485K	Buy	+45,096	New	+$458K	0.02%	180

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, buying an estimated $1.43M and bringing the position to 1,892,340 shares worth $65.6M. The position accounts for 0.11% of the portfolio, ranked #169.

Wealth Enhancement Advisory Services first reported a position in SCHG in Q2 2019 and has held it in 29 quarters since. The position peaked at $102M in Q4 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wealth Enhancement Advisory Services held 1,892,340 shares of Schwab US Large-Cap Growth ETF worth $65.6M as of Q2 2026.
Wealth Enhancement Advisory Services bought 43,073 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.43M.
Schwab US Large-Cap Growth ETF made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #169 holding.
Wealth Enhancement Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
Wealth Enhancement Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $102M in Q4 2025.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.