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Woodmont Investment Counsel’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Woodmont Investment Counsel’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 		$1.49M Hold
43,891
– – 0.08% 117
2026
Q1 		$1.28M Buy
43,891
+475
+1% +$14.8K 0.08% 121
2025
Q4 		$1.42M Buy
43,416
+2,800
+7% +$91.1K 0.09% 114
2025
Q3 		$1.3M Buy
40,616
+325
+0.8% +$9.9K 0.09% 121
2025
Q2 		$1.18M Buy
40,291
+1,475
+4% +$39K 0.08% 141
2025
Q1 		$972K Buy
38,816
+1,152
+3% +$31.6K 0.07% 143
2024
Q4 		$1.05M Sell
37,664
-640
-2% -$17.5K 0.08% 135
2024
Q3 		$998K Buy
38,304
+600
+2% +$15.1K 0.08% 135
2024
Q2 		$951K Buy
37,704
+520
+1% +$12.3K 0.08% 132
2024
Q1 		$862K Buy
37,184
+1,448
+4% +$32K 0.07% 151
2023
Q4 		$741K Sell
35,736
-200
-0.6% -$3.87K 0.07% 150
2023
Q3 		$653K Sell
35,936
-548
-2% -$10.3K 0.07% 153
2023
Q2 		$684K Sell
36,484
-220
-0.6% -$3.77K 0.07% 153
2023
Q1 		$598K Sell
36,704
-2,840
-7% -$43.1K 0.06% 158
2022
Q4 		$549K Sell
39,544
-41,696
-51% -$599K 0.06% 164
2022
Q3 		$1.13M Buy
+81,240
New +$1.27M 0.14% 118
2022
Q2 		– Sell
-37,492
Closed -$701K – 246
2022
Q1 		$701K Buy
+37,492
New +$684K 0.08% 158

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Woodmont Investment Counsel's SCHG Position: Q2 2026 in Review

Woodmont Investment Counsel held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 43,891 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #117.

Woodmont Investment Counsel first reported a position in SCHG in Q1 2022 and has held it in 17 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Woodmont Investment Counsel held 43,891 shares of Schwab US Large-Cap Growth ETF worth $1.49M as of Q2 2026.
  • Woodmont Investment Counsel left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Woodmont Investment Counsel's portfolio in Q2 2026, its #117 holding.
  • Woodmont Investment Counsel first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.