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Westmount Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Westmount Partners’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 		$2.17M Sell
64,114
-1,441
-2% -$47.8K 0.47% 47
2026
Q1 		$1.91M Sell
65,555
-892
-1% -$27.7K 0.47% 48
2025
Q4 		$2.17M Buy
66,447
+1,781
+3% +$57.9K 0.54% 40
2025
Q3 		$2.08M Buy
64,666
+13
+0% +$396 0.54% 43
2025
Q2 		$1.89M Buy
64,653
+44,508
+221% +$1.18M 0.52% 45
2025
Q1 		$504K Buy
20,145
+28
+0.1% +$767 0.15% 122
2024
Q4 		$561K Buy
20,117
+9
+0% +$246 0.17% 110
2024
Q3 		$524K Buy
20,108
+12
+0.1% +$302 0.16% 112
2024
Q2 		$511K Buy
20,096
+8
+0% +$189 0.17% 108
2024
Q1 		$466K Sell
20,088
-68
-0.3% -$1.5K 0.17% 118
2023
Q4 		$418K Buy
20,156
+3,320
+20% +$64.2K 0.17% 125
2023
Q3 		$306K Buy
16,836
+8
+0% +$151 0.13% 150
2023
Q2 		$315K Sell
16,828
-392
-2% -$6.72K 0.14% 139
2023
Q1 		$281K Sell
17,220
-1,000
-5% -$15.2K 0.13% 141
2022
Q4 		$253K Buy
+18,220
New +$262K 0.13% 146

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

Westmount Partners's SCHG Position: Q2 2026 in Review

Westmount Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q2 2026, selling an estimated $47.8K and leaving 64,114 shares worth $2.17M. The position accounts for 0.47% of the portfolio, ranked #47.

Westmount Partners first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Westmount Partners held 64,114 shares of Schwab US Large-Cap Growth ETF worth $2.17M as of Q2 2026.
  • Westmount Partners sold 1,441 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $47.8K.
  • Schwab US Large-Cap Growth ETF made up 0.47% of Westmount Partners's portfolio in Q2 2026, its #47 holding.
  • Westmount Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.