Accredited Investor Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Accredited Investor Services’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	$284K	Hold	8,387	–	–	0.16%	49
2026 Q1	$244K	Sell	8,387 -1,292	-13%	-$40.2K	0.16%	53
2025 Q4	$316K	Buy	9,679 +36	+0.4%	+$1.17K	0.21%	37
2025 Q3	$308K	Sell	9,643 -190	-2%	-$5.79K	0.21%	40
2025 Q2	$287K	Hold	9,833	–	–	0.22%	41
2025 Q1	$246K	Buy	+9,833	New	+$269K	0.21%	44

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

Accredited Investor Services's SCHG Position: Q2 2026 in Review

Accredited Investor Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 8,387 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #49.

Accredited Investor Services first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $316K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Accredited Investor Services held 8,387 shares of Schwab US Large-Cap Growth ETF worth $284K as of Q2 2026.
Accredited Investor Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.16% of Accredited Investor Services's portfolio in Q2 2026, its #49 holding.
Accredited Investor Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Accredited Investor Services's Schwab US Large-Cap Growth ETF position peaked at $316K in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.