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YHB Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

YHB Investment 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 		$15M Sell
443,638
-16,193
-4% -$537K 0.96% 28
2026
Q1 		$13.4M Sell
459,831
-48,168
-9% -$1.5M 0.96% 29
2025
Q4 		$16.6M Buy
507,999
+12,618
+3% +$410K 1.14% 20
2025
Q3 		$15.8M Buy
495,381
+17,262
+4% +$526K 1.16% 21
2025
Q2 		$14M Sell
478,119
-17,989
-4% -$476K 1.08% 23
2025
Q1 		$12.4M Buy
496,108
+11,571
+2% +$317K 1.04% 22
2024
Q4 		$13.5M Sell
484,537
-21,959
-4% -$601K 1.11% 19
2024
Q3 		$13.2M Buy
506,496
+18,448
+4% +$464K 1.09% 22
2024
Q2 		$12.3M Buy
488,048
+36,480
+8% +$861K 1.06% 24
2024
Q1 		$10.5M Buy
451,568
+39,976
+10% +$884K 0.93% 24
2023
Q4 		$8.54M Buy
411,592
+17,096
+4% +$331K 0.83% 30
2023
Q3 		$7.17M Sell
394,496
-9,008
-2% -$170K 0.66% 42
2023
Q2 		$7.56M Buy
403,504
+2,652
+0.7% +$45.5K 0.71% 40
2023
Q1 		$6.53M Sell
400,852
-49,316
-11% -$749K 0.65% 41
2022
Q4 		$6.25M Sell
450,168
-53,720
-11% -$772K 0.67% 44
2022
Q3 		$7.03M Buy
503,888
+7,788
+2% +$122K 0.78% 31
2022
Q2 		$7.19M Buy
496,100
+14,004
+3% +$224K 0.76% 37
2022
Q1 		$9.02M Buy
482,096
+29,616
+7% +$540K 0.8% 33
2021
Q4 		$9.26M Buy
452,480
+44,968
+11% +$899K 0.73% 38
2021
Q3 		$7.54M Buy
407,512
+12,688
+3% +$242K 0.65% 41
2021
Q2 		$7.2M Buy
394,824
+1,040
+0.3% +$18K 0.61% 45
2021
Q1 		$6.92M Buy
393,784
+17,128
+5% +$279K 0.6% 47
2020
Q4 		$6.05M Buy
376,656
+23,792
+7% +$361K 0.58% 49
2020
Q3 		$5.08M Buy
+352,864
New +$4.92M 0.55% 51

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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

YHB Investment Advisors's SCHG Position: Q2 2026 in Review

YHB Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q2 2026, selling an estimated $537K and leaving 443,638 shares worth $15M. The position accounts for 0.96% of the portfolio, ranked #28.

YHB Investment Advisors first reported a position in SCHG in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.6M in Q4 2025. 315 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • YHB Investment Advisors held 443,638 shares of Schwab US Large-Cap Growth ETF worth $15M as of Q2 2026.
  • YHB Investment Advisors sold 16,193 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $537K.
  • Schwab US Large-Cap Growth ETF made up 0.96% of YHB Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • YHB Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $16.6M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.