Winthrop Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Winthrop Advisory Group’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	$1.17M	Buy	34,582 +2,440	+8%	+$80.9K	0.08%	80
2026 Q1	$936K	Buy	32,142 +22,117	+221%	+$688K	0.08%	77
2025 Q4	$327K	Buy	10,025 +52	+0.5%	+$1.69K	0.03%	131
2025 Q3	$318K	Sell	9,973 -1,472	-13%	-$44.9K	0.03%	131
2025 Q2	$334K	Buy	+11,445	New	+$303K	0.03%	128

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

Winthrop Advisory Group's SCHG Position: Q2 2026 in Review

Winthrop Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.6% in Q2 2026, buying an estimated $80.9K and bringing the position to 34,582 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #80.

Winthrop Advisory Group first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Winthrop Advisory Group held 34,582 shares of Schwab US Large-Cap Growth ETF worth $1.17M as of Q2 2026.
Winthrop Advisory Group bought 2,440 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $80.9K.
Schwab US Large-Cap Growth ETF made up 0.08% of Winthrop Advisory Group's portfolio in Q2 2026, its #80 holding.
Winthrop Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.