Wolff Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wolff Financial 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	$274K	Hold	8,083	–	–	0.05%	93
2026 Q1	$235K	Hold	8,083	–	–	0.05%	97
2025 Q4	$264K	Sell	8,083 -302	-4%	-$9.82K	0.06%	91
2025 Q3	$268K	Sell	8,385 -168	-2%	-$5.12K	0.06%	88
2025 Q2	$250K	Hold	8,553	–	–	0.06%	88
2025 Q1	$214K	Sell	8,553 -1,558	-15%	-$42.7K	0.06%	94
2024 Q4	$282K	Buy	10,111 +899	+10%	+$24.6K	0.08%	82
2024 Q3	$240K	Buy	+9,212	New	+$232K	0.07%	91
2024 Q2	–	Sell	-10,472	Closed	-$243K	–	79
2024 Q1	$243K	Hold	10,472	–	–	0.07%	91
2023 Q4	$217K	Buy	+10,472	New	+$203K	0.07%	92
2023 Q2	–	Sell	-13,804	Closed	-$225K	–	83
2023 Q1	$225K	Buy	+13,804	New	+$210K	0.08%	95

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wolff Financial Management's SCHG Position: Q2 2026 in Review

Wolff Financial Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 8,083 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #93.

Wolff Financial Management first reported a position in SCHG in Q1 2023 and has held it in 11 quarters since. The position peaked at $282K in Q4 2024. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wolff Financial Management held 8,083 shares of Schwab US Large-Cap Growth ETF worth $274K as of Q2 2026.
Wolff Financial Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.05% of Wolff Financial Management's portfolio in Q2 2026, its #93 holding.
Wolff Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 11 quarters since.
Wolff Financial Management's Schwab US Large-Cap Growth ETF position peaked at $282K in Q4 2024.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.