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Wolff Wiese Magana’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wolff Wiese Magana’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 		$121K Buy
3,568
+4
+0.1% +$133 0.06% 159
2026
Q1 		$104K Sell
3,564
-2
-0.1% -$62 0.06% 152
2025
Q4 		$116K Buy
3,566
+4
+0.1% +$130 0.06% 145
2025
Q3 		$114K Sell
3,562
-7
-0.2% -$213 0.06% 144
2025
Q2 		$104K Buy
3,569
+3
+0.1% +$79 0.06% 143
2025
Q1 		$89.3K Buy
3,566
+4
+0.1% +$110 0.06% 144
2024
Q4 		$99.3K Buy
3,562
+2
+0.1% +$55 0.07% 144
2024
Q3 		$92.7K Sell
3,560
-992
-22% -$25K 0.06% 146
2024
Q2 		$115K Buy
4,552
+4,448
+4,277% +$105K 0.09% 116
2024
Q1 		$2.42K Hold
104
– – ﹤0.01% 488
2023
Q4 		$2.17K Sell
104
-8
-7% -$155 ﹤0.01% 470
2023
Q3 		$2.04K Hold
112
– – ﹤0.01% 546
2023
Q2 		$2.11K Hold
112
– – ﹤0.01% 545
2023
Q1 		$1.83K Hold
112
– – ﹤0.01% 522
2022
Q4 		$1.56K Sell
112
-2,656
-96% -$38.2K ﹤0.01% 527
2022
Q3 		$39K Buy
2,768
+64
+2% +$1K 0.03% 271
2022
Q2 		$39K Hold
2,704
– – 0.03% 297
2022
Q1 		$51K Hold
2,704
– – 0.03% 267
2021
Q4 		$55K Hold
2,704
– – 0.04% 264
2021
Q3 		$50K Hold
2,704
– – 0.04% 278
2021
Q2 		$49K Hold
2,704
– – 0.04% 282
2021
Q1 		$44K Hold
2,704
– – 0.03% 296
2020
Q4 		$43K Buy
+2,704
New +$41K 0.04% 286

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

Wolff Wiese Magana's SCHG Position: Q2 2026 in Review

Wolff Wiese Magana increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q2 2026, buying an estimated $133 and bringing the position to 3,568 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #159.

Wolff Wiese Magana first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Wolff Wiese Magana held 3,568 shares of Schwab US Large-Cap Growth ETF worth $121K as of Q2 2026.
  • Wolff Wiese Magana bought 4 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $133.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #159 holding.
  • Wolff Wiese Magana first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.