Wealthcare Advisory Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealthcare Advisory Partners’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	$16.7M	Sell	493,453 -4,430	-0.9%	-$147K	0.32%	64
2026 Q1	$14.5M	Buy	497,883 +6,083	+1%	+$189K	0.28%	77
2025 Q4	$16M	Sell	491,800 -689	-0.1%	-$22.4K	0.32%	67
2025 Q3	$15.7M	Sell	492,489 -185,445	-27%	-$5.65M	0.33%	62
2025 Q2	$19.8M	Buy	677,934 +76,051	+13%	+$2.01M	0.45%	45
2025 Q1	$15.1M	Buy	601,883 +25,266	+4%	+$692K	0.4%	51
2024 Q4	$16.1M	Sell	576,617 -52,855	-8%	-$1.45M	0.45%	42
2024 Q3	$16.4M	Buy	629,472 +559,840	+804%	+$14.1M	0.47%	41
2024 Q2	$1.76M	Buy	69,632 +2,976	+4%	+$70.2K	0.05%	259
2024 Q1	$1.55M	Buy	66,656 +5,620	+9%	+$124K	0.05%	279
2023 Q4	$1.27M	Buy	61,036 +4,084	+7%	+$79K	0.05%	267
2023 Q3	$1.04M	Buy	56,952 +15,444	+37%	+$291K	0.05%	268
2023 Q2	$778K	Buy	41,508 +14,288	+52%	+$245K	0.03%	349
2023 Q1	$443K	Buy	+27,220	New	+$413K	0.02%	490
2021 Q2	–	Sell	-664	Closed	-$11K	–	1627
2021 Q1	$11K	Buy	+664	New	+$10.8K	﹤0.01%	1430
2020 Q2	–	Sell	-656	Closed	-$7K	–	1160
2020 Q1	$7K	Hold	656	–	–	﹤0.01%	1021
2019 Q4	$8K	Hold	656	–	–	﹤0.01%	1011
2019 Q3	$7K	Sell	656 -216	-25%	-$2.28K	﹤0.01%	1013
2019 Q2	$9K	Hold	872	–	–	﹤0.01%	943
2019 Q1	$9K	Hold	872	–	–	﹤0.01%	845
2018 Q4	$8K	Hold	872	–	–	﹤0.01%	846
2018 Q3	$9K	Hold	872	–	–	﹤0.01%	877
2018 Q2	$8K	Hold	872	–	–	﹤0.01%	902
2018 Q1	$8K	Buy	+872	New	+$8.04K	﹤0.01%	776

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

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

Wealthcare Advisory Partners's SCHG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.89% in Q2 2026, selling an estimated $147K and leaving 493,453 shares worth $16.7M. The position accounts for 0.32% of the portfolio, ranked #64.

Wealthcare Advisory Partners first reported a position in SCHG in Q1 2018 and has held it in 24 quarters since. The position peaked at $19.8M in Q2 2025. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wealthcare Advisory Partners held 493,453 shares of Schwab US Large-Cap Growth ETF worth $16.7M as of Q2 2026.
Wealthcare Advisory Partners sold 4,430 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $147K.
Schwab US Large-Cap Growth ETF made up 0.32% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #64 holding.
Wealthcare Advisory Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 24 quarters since.
Wealthcare Advisory Partners's Schwab US Large-Cap Growth ETF position peaked at $19.8M in Q2 2025.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.