WMG Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WMG 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	$536K	Buy	15,847 +134	+0.9%	+$4.44K	0.2%	52
2026 Q1	$458K	Buy	15,713 +323	+2%	+$10K	0.19%	51
2025 Q4	$502K	Sell	15,390 -2,082	-12%	-$67.7K	0.21%	60
2025 Q3	$558K	Sell	17,472 -8,907	-34%	-$271K	0.19%	82
2025 Q2	$771K	Buy	26,379 +2,443	+10%	+$64.6K	0.29%	54
2025 Q1	$599K	Buy	23,936 +3,672	+18%	+$101K	0.25%	62
2024 Q4	$565K	Buy	20,264 +492	+2%	+$13.5K	0.24%	65
2024 Q3	$515K	Buy	19,772 +800	+4%	+$20.1K	0.23%	66
2024 Q2	$478K	Sell	18,972 -2,236	-11%	-$52.7K	0.25%	62
2024 Q1	$492K	Buy	+21,208	New	+$469K	0.28%	62

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

WMG Financial Advisors's SCHG Position: Q2 2026 in Review

WMG Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.85% in Q2 2026, buying an estimated $4.44K and bringing the position to 15,847 shares worth $536K. The position accounts for 0.2% of the portfolio, ranked #52.

WMG Financial Advisors first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $771K in Q2 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

WMG Financial Advisors held 15,847 shares of Schwab US Large-Cap Growth ETF worth $536K as of Q2 2026.
WMG Financial Advisors bought 134 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.44K.
Schwab US Large-Cap Growth ETF made up 0.2% of WMG Financial Advisors's portfolio in Q2 2026, its #52 holding.
WMG Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
WMG Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $771K in Q2 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.