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

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Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return