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Western Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Western Wealth Management’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 		$5.99M Sell
177,133
-77,790
-31% -$2.58M 0.2% 104
2026
Q1 		$7.43M Buy
254,923
+203,564
+396% +$6.33M 0.28% 65
2025
Q4 		$1.68M Buy
51,359
+9,242
+22% +$301K 0.08% 249
2025
Q3 		$1.34M Buy
+42,117
New +$1.28M 0.07% 245
2025
Q1 		– Sell
-286,500
Closed -$7.98M – 763
2024
Q4 		$7.98M Buy
286,500
+13,796
+5% +$377K 0.43% 47
2024
Q3 		$7.1M Buy
+272,704
New +$6.86M 0.4% 48
2024
Q1 		– Sell
-123,428
Closed -$2.56M – 710
2023
Q4 		$2.56M Buy
123,428
+4,392
+4% +$85K 0.18% 116
2023
Q3 		$2.16M Buy
119,036
+1,484
+1% +$27.9K 0.18% 115
2023
Q2 		$2.2M Buy
117,552
+15,864
+16% +$272K 0.19% 116
2023
Q1 		$1.66M Buy
101,688
+396
+0.4% +$6.01K 0.15% 155
2022
Q4 		$1.41M Sell
101,292
-5,464
-5% -$78.6K 0.14% 170
2022
Q3 		$1.56M Sell
106,756
-988
-0.9% -$15.5K 0.09% 223
2022
Q2 		$1.64M Buy
107,744
+736
+0.7% +$11.8K 0.09% 218
2022
Q1 		$2M Buy
107,008
+90,520
+549% +$1.65M 0.1% 204
2021
Q4 		$336K Buy
+16,488
New +$330K 0.03% 434
2021
Q2 		$1.46M Buy
80,272
+38,648
+93% +$669K 0.15% 149
2021
Q1 		$675K Buy
41,624
+4,048
+11% +$65.9K 0.09% 221
2020
Q4 		$603K Buy
37,576
+1,448
+4% +$22K 0.09% 224
2020
Q3 		$520K Buy
36,128
+280
+0.8% +$3.9K 0.08% 231
2020
Q2 		$473K Buy
35,848
+4,448
+14% +$51.9K 0.09% 240
2020
Q1 		$313K Buy
+31,400
New +$358K 0.07% 261
2019
Q4 		– Sell
-24,352
Closed -$256K – 419
2019
Q3 		$256K Buy
+24,352
New +$257K 0.05% 326

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Western Wealth Management's SCHG Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 31% in Q2 2026, selling an estimated $2.58M and leaving 177,133 shares worth $5.99M. The position accounts for 0.2% of the portfolio, ranked #104.

Western Wealth Management first reported a position in SCHG in Q3 2019 and has held it in 22 quarters since. The position peaked at $7.98M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Western Wealth Management held 177,133 shares of Schwab US Large-Cap Growth ETF worth $5.99M as of Q2 2026.
  • Western Wealth Management sold 77,790 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.58M.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Western Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Western Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 22 quarters since.
  • Western Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $7.98M in Q4 2024.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.