Wisconsin Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wisconsin Wealth 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	$1.65M	Buy	48,629 +563	+1%	+$18.7K	1.41%	24
2026 Q1	$1.4M	Buy	48,066 +412	+0.9%	+$12.8K	1.38%	25
2025 Q4	$1.55M	Buy	47,654 +10,175	+27%	+$331K	1.52%	23
2025 Q3	$1.2M	Buy	37,479 +14,680	+64%	+$447K	1.14%	28
2025 Q2	$666K	Buy	+22,799	New	+$603K	0.77%	47

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

Wisconsin Wealth Advisors's SCHG Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, buying an estimated $18.7K and bringing the position to 48,629 shares worth $1.65M. The position accounts for 1.41% of the portfolio, ranked #24.

Wisconsin Wealth Advisors first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wisconsin Wealth Advisors held 48,629 shares of Schwab US Large-Cap Growth ETF worth $1.65M as of Q2 2026.
Wisconsin Wealth Advisors bought 563 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $18.7K.
Schwab US Large-Cap Growth ETF made up 1.41% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Wisconsin Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
495 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.