Wescott Financial Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wescott Financial Advisory Group’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	$484K	Buy	14,312 +4,526	+46%	+$150K	0.04%	136
2026 Q1	$285K	Buy	9,786 +118	+1%	+$3.67K	0.03%	159
2025 Q4	$315K	Buy	+9,668	New	+$314K	0.03%	157
2025 Q1	–	Sell	-20,043	Closed	-$559K	–	178
2024 Q4	$559K	Sell	20,043 -4,345	-18%	-$119K	0.06%	107
2024 Q3	$635K	Sell	24,388 -3,280	-12%	-$82.5K	0.07%	101
2024 Q2	$698K	Buy	27,668 +844	+3%	+$19.9K	0.08%	96
2024 Q1	$622K	Buy	26,824 +808	+3%	+$17.9K	0.08%	99
2023 Q4	$540K	Buy	26,016 +4	+0%	+$77	0.08%	100
2023 Q3	$473K	Buy	26,012 +368	+1%	+$6.93K	0.09%	100
2023 Q2	$481K	Sell	25,644 -1,964	-7%	-$33.7K	0.08%	104
2023 Q1	$450K	Buy	27,608 +324	+1%	+$4.92K	0.1%	99
2022 Q4	$379K	Buy	27,284 +8	+0%	+$115	0.08%	107
2022 Q3	$381K	Buy	27,276 +1,516	+6%	+$23.8K	0.11%	97
2022 Q2	$373K	Buy	25,760 +4	+0%	+$64	0.1%	96
2022 Q1	$482K	Buy	+25,756	New	+$470K	0.12%	84

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

Wescott Financial Advisory Group's SCHG Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 46% in Q2 2026, buying an estimated $150K and bringing the position to 14,312 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #136.

Wescott Financial Advisory Group first reported a position in SCHG in Q1 2022 and has held it in 15 quarters since. The position peaked at $698K in Q2 2024. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wescott Financial Advisory Group held 14,312 shares of Schwab US Large-Cap Growth ETF worth $484K as of Q2 2026.
Wescott Financial Advisory Group bought 4,526 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $150K.
Schwab US Large-Cap Growth ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #136 holding.
Wescott Financial Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Wescott Financial Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $698K in Q2 2024.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.