WPC
SCHG icon

Wedmont Private Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wedmont Private Capital’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 		$3.69M Buy
106,492
+743
+0.7% +$24.6K 0.1% 114
2026
Q1 		$3.21M Buy
105,749
+25
+0% +$777 0.1% 110
2025
Q4 		$3.48M Buy
105,724
+33,050
+45% +$1.07M 0.12% 103
2025
Q3 		$2.34M Buy
72,674
+5,901
+9% +$180K 0.09% 136
2025
Q2 		$1.97M Buy
66,773
+387
+0.6% +$10.2K 0.08% 145
2025
Q1 		$1.62M Buy
66,386
+15,029
+29% +$412K 0.08% 147
2024
Q4 		$1.42M Buy
51,357
+22,217
+76% +$608K 0.08% 158
2024
Q3 		$750K Buy
29,140
+6,424
+28% +$162K 0.04% 268
2024
Q2 		$591K Buy
22,716
+24
+0.1% +$566 0.04% 302
2024
Q1 		$525K Sell
22,692
-4,740
-17% -$105K 0.04% 310
2023
Q4 		$565K Buy
27,432
+3,824
+16% +$74K 0.05% 276
2023
Q3 		$441K Buy
23,608
+1,316
+6% +$24.8K 0.04% 284
2023
Q2 		$427K Buy
22,292
+188
+0.9% +$3.22K 0.05% 285
2023
Q1 		$358K Buy
22,104
+32
+0.1% +$486 0.05% 291
2022
Q4 		$306K Buy
+22,072
New +$317K 0.05% 330

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return