WealthGarden F.S.’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WealthGarden F.S.’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	$2.28M	Sell	67,386 -33,027	-33%	-$1.09M	1.29%	18
2026 Q1	$2.93M	Sell	100,413 -12,342	-11%	-$384K	2%	9
2025 Q4	$3.66M	Buy	112,755 +350	+0.3%	+$11.4K	2.41%	7
2025 Q3	$3.63M	Buy	112,405 +5,569	+5%	+$170K	2.59%	7
2025 Q2	$3.23M	Buy	106,836 +17,751	+20%	+$469K	2.68%	5
2025 Q1	$2.23M	Buy	89,085 +7,374	+9%	+$202K	2.14%	7
2024 Q4	$2.28M	Sell	81,711 -2,541	-3%	-$69.5K	2.13%	6
2024 Q3	$2.19M	Sell	84,252 -5,716	-6%	-$144K	2.13%	8
2024 Q2	$2.27M	Buy	+89,968	New	+$2.12M	2.39%	6

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthGarden F.S.'s SCHG Position: Q2 2026 in Review

WealthGarden F.S. reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 33% in Q2 2026, selling an estimated $1.09M and leaving 67,386 shares worth $2.28M. The position accounts for 1.29% of the portfolio, ranked #18.

WealthGarden F.S. first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q4 2025. 881 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

WealthGarden F.S. held 67,386 shares of Schwab US Large-Cap Growth ETF worth $2.28M as of Q2 2026.
WealthGarden F.S. sold 33,027 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.09M.
Schwab US Large-Cap Growth ETF made up 1.29% of WealthGarden F.S.'s portfolio in Q2 2026, its #18 holding.
WealthGarden F.S. first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s Schwab US Large-Cap Growth ETF position peaked at $3.66M in Q4 2025.
881 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.