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

Wilkins Miller 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	$10.1M	Sell	298,319 -1,551	-0.5%	-$51.4K	5.55%	2
2026 Q1	$8.74M	Buy	299,870 +3,116	+1%	+$96.9K	5.28%	2
2025 Q4	$9.68M	Buy	296,754 +253	+0.1%	+$8.23K	5.77%	2
2025 Q3	$9.46M	Buy	296,501 +6,660	+2%	+$203K	5.86%	2
2025 Q2	$8.47M	Buy	289,841 +14,353	+5%	+$379K	5.76%	2
2025 Q1	$6.9M	Buy	275,488 +15,325	+6%	+$420K	5.19%	2
2024 Q4	$7.25M	Buy	+260,163	New	+$7.11M	7.58%	2

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wilkins Miller Wealth Management's SCHG Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.52% in Q2 2026, selling an estimated $51.4K and leaving 298,319 shares worth $10.1M. The position accounts for 5.55% of the portfolio, ranked #2.

Wilkins Miller Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 516 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wilkins Miller Wealth Management held 298,319 shares of Schwab US Large-Cap Growth ETF worth $10.1M as of Q2 2026.
Wilkins Miller Wealth Management sold 1,551 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $51.4K.
Schwab US Large-Cap Growth ETF made up 5.55% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #2 holding.
Wilkins Miller Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
516 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.