Wealthedge Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealthedge Investment 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	$9.17M	Buy	271,052 +89,782	+50%	+$2.98M	3.12%	7
2026 Q1	$5.28M	Buy	181,270 +14,409	+9%	+$448K	1.94%	15
2025 Q4	$5.44M	Sell	166,861 -6,718	-4%	-$218K	2.01%	14
2025 Q3	$5.54M	Buy	173,579 +3,011	+2%	+$91.8K	2.1%	12
2025 Q2	$4.98M	Sell	170,568 -3,938	-2%	-$104K	2.08%	11
2025 Q1	$4.37M	Sell	174,506 -24,113	-12%	-$660K	1.97%	12
2024 Q4	$5.54M	Buy	+198,619	New	+$5.43M	2.49%	9

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Wealthedge Investment Advisors's SCHG Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 50% in Q2 2026, buying an estimated $2.98M and bringing the position to 271,052 shares worth $9.17M. The position accounts for 3.12% of the portfolio, ranked #7.

Wealthedge Investment Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wealthedge Investment Advisors held 271,052 shares of Schwab US Large-Cap Growth ETF worth $9.17M as of Q2 2026.
Wealthedge Investment Advisors bought 89,782 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.98M.
Schwab US Large-Cap Growth ETF made up 3.12% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #7 holding.
Wealthedge Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.