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Whitaker-Myers Wealth Managers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Whitaker-Myers Wealth Managers’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 		$19.6M Buy
579,315
+6,911
+1% +$229K 3.27% 13
2026
Q1 		$16.7M Buy
572,404
+41,820
+8% +$1.3M 3.32% 13
2025
Q4 		$17.3M Buy
530,584
+22,771
+4% +$741K 3.61% 10
2025
Q3 		$16.2M Buy
507,813
+13,495
+3% +$411K 3.53% 10
2025
Q2 		$14.4M Buy
494,318
+102,415
+26% +$2.71M 3.64% 10
2025
Q1 		$9.81M Buy
391,903
+15,327
+4% +$420K 2.75% 14
2024
Q4 		$10.5M Buy
376,576
+65,220
+21% +$1.78M 3.06% 11
2024
Q3 		$8.11M Buy
311,356
+39,644
+15% +$998K 2.7% 13
2024
Q2 		$6.85M Buy
271,712
+226,244
+498% +$5.34M 2.53% 13
2024
Q1 		$1.05M Buy
45,468
+7,912
+21% +$175K 0.44% 39
2023
Q4 		$779K Sell
37,556
-7,928
-17% -$153K 0.39% 42
2023
Q3 		$827K Sell
45,484
-62,196
-58% -$1.17M 0.51% 34
2023
Q2 		$2.02M Sell
107,680
-5,672
-5% -$97.2K 1.35% 17
2023
Q1 		$1.85M Buy
113,352
+10,080
+10% +$153K 1.43% 19
2022
Q4 		$1.43M Buy
+103,272
New +$1.48M 1.38% 24

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

Whitaker-Myers Wealth Managers's SCHG Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, buying an estimated $229K and bringing the position to 579,315 shares worth $19.6M. The position accounts for 3.27% of the portfolio, ranked #13.

Whitaker-Myers Wealth Managers first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 579,315 shares of Schwab US Large-Cap Growth ETF worth $19.6M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 6,911 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $229K.
  • Schwab US Large-Cap Growth ETF made up 3.27% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #13 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.