William Howard & Co Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

William Howard & Co Financial Advisors’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	$266K	Buy	7,857 +8	+0.1%	+$265	0.21%	50
2026 Q1	$229K	Sell	7,849 -298	-4%	-$9.26K	0.2%	50
2025 Q4	$266K	Buy	8,147 +8	+0.1%	+$260	0.22%	44
2025 Q3	$260K	Buy	8,139 +7	+0.1%	+$213	0.22%	46
2025 Q2	$238K	Buy	8,132 +8	+0.1%	+$212	0.21%	51
2025 Q1	$203K	Sell	8,124 -205	-2%	-$5.62K	0.19%	52
2024 Q4	$232K	Buy	8,329 +5	+0.1%	+$137	0.21%	47
2024 Q3	$217K	Buy	8,324 +20	+0.2%	+$503	0.19%	50
2024 Q2	$209K	Buy	+8,304	New	+$196K	0.19%	44

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

William Howard & Co Financial Advisors's SCHG Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.1% in Q2 2026, buying an estimated $265 and bringing the position to 7,857 shares worth $266K. The position accounts for 0.21% of the portfolio, ranked #50.

William Howard & Co Financial Advisors first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

William Howard & Co Financial Advisors held 7,857 shares of Schwab US Large-Cap Growth ETF worth $266K as of Q2 2026.
William Howard & Co Financial Advisors bought 8 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $265.
Schwab US Large-Cap Growth ETF made up 0.21% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #50 holding.
William Howard & Co Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.