West Branch Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

West Branch 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	$1.02M	Buy	30,287 +15,409	+104%	+$511K	0.24%	46
2026 Q1	$433K	Buy	14,878 +12	+0.1%	+$373	0.12%	59
2025 Q4	$485K	Buy	14,866 +9	+0.1%	+$293	0.13%	58
2025 Q3	$474K	Buy	14,857 +8	+0.1%	+$244	0.12%	60
2025 Q2	$434K	Sell	14,849 -6,491	-30%	-$172K	0.13%	53
2025 Q1	$534K	Buy	21,340 +12	+0.1%	+$329	0.18%	53
2024 Q4	$594K	Buy	21,328 +12	+0.1%	+$328	0.19%	53
2024 Q3	$555K	Buy	21,316 +44	+0.2%	+$1.11K	0.19%	55
2024 Q2	$536K	Hold	21,272	–	–	0.2%	53
2024 Q1	$493K	Buy	+21,272	New	+$470K	0.2%	53

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

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

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

West Branch Capital's SCHG Position: Q2 2026 in Review

West Branch Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 104% in Q2 2026, buying an estimated $511K and bringing the position to 30,287 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #46.

West Branch Capital first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

West Branch Capital held 30,287 shares of Schwab US Large-Cap Growth ETF worth $1.02M as of Q2 2026.
West Branch Capital bought 15,409 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $511K.
Schwab US Large-Cap Growth ETF made up 0.24% of West Branch Capital's portfolio in Q2 2026, its #46 holding.
West Branch Capital first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.