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

Wealth Preservation 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	–	Sell	-176	Closed	-$5.13K	–	789
2026 Q1	$5.13K	Hold	176	–	–	﹤0.01%	487
2025 Q4	$5.74K	Hold	176	–	–	﹤0.01%	362
2025 Q3	$5.62K	Hold	176	–	–	﹤0.01%	352
2025 Q2	$5.14K	Hold	176	–	–	﹤0.01%	358
2025 Q1	$4.41K	Buy	+176	New	+$4.82K	﹤0.01%	391

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Wealth Preservation Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 176 shares — an estimated $5.13K sold.

Wealth Preservation Advisors first reported a position in SCHG in Q1 2025 and held it in 5 quarters. The position peaked at $5.74K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wealth Preservation Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 176 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.13K.
Wealth Preservation Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's Schwab US Large-Cap Growth ETF position peaked at $5.74K in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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