Ackerman Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ackerman Capital 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	$22M	Buy	649,144 +4,907	+0.8%	+$163K	4.42%	5
2026 Q1	$18.8M	Buy	644,237 +26,546	+4%	+$825K	3.84%	7
2025 Q4	$20.1M	Buy	617,691 +12,663	+2%	+$412K	4.04%	7
2025 Q3	$19.3M	Sell	605,028 -2,832	-0.5%	-$86.3K	4.04%	8
2025 Q2	$17.8M	Sell	607,860 -13,242	-2%	-$350K	4.12%	6
2025 Q1	$15.6M	Sell	621,102 -21,808	-3%	-$597K	4.11%	4
2024 Q4	$17.9M	Sell	642,910 -18,018	-3%	-$493K	4.7%	3
2024 Q3	$17.2M	Sell	660,928 -278,784	-30%	-$7.02M	4.45%	4
2024 Q2	$23.7M	Buy	939,712 +249,516	+36%	+$5.89M	6.28%	3
2024 Q1	$16M	Buy	690,196 +27,884	+4%	+$617K	4.42%	5
2023 Q4	$13.7M	Buy	662,312 +80,136	+14%	+$1.55M	3.85%	7
2023 Q3	$10.6M	Buy	582,176 +232,696	+67%	+$4.38M	2.95%	10
2023 Q2	$6.55M	Sell	349,480 -29,440	-8%	-$505K	1.7%	17
2023 Q1	$6.17M	Sell	378,920 -11,848	-3%	-$180K	1.6%	19
2022 Q4	$5.43M	Sell	390,768 -83,120	-18%	-$1.2M	1.46%	18
2022 Q3	$6.61M	Sell	473,888 -363,072	-43%	-$5.69M	1.88%	16
2022 Q2	$12.1M	Sell	836,960 -67,640	-7%	-$1.08M	3.27%	8
2022 Q1	$16.9M	Buy	904,600 +366,832	+68%	+$6.69M	3.98%	8
2021 Q4	$11M	Buy	537,768 +1,768	+0.3%	+$35.3K	2.53%	11
2021 Q3	$9.92M	Sell	536,000 -1,000	-0.2%	-$19K	2.28%	14
2021 Q2	$9.8M	Sell	537,000 -131,200	-20%	-$2.27M	2.29%	13
2021 Q1	$10.8M	Sell	668,200 -737,504	-52%	-$12M	2.63%	10
2020 Q4	$22.6M	Sell	1,405,704 -222,896	-14%	-$3.38M	5.74%	4
2020 Q3	$23.4M	Buy	1,628,600 +204,544	+14%	+$2.85M	6.53%	3
2020 Q2	$18.1M	Buy	+1,424,056	New	+$16.6M	5.42%	3
2020 Q1	–	Sell	-67,104	Closed	-$779K	–	178
2019 Q4	$779K	Sell	67,104 -20,872	-24%	-$230K	0.23%	55
2019 Q3	$924K	Buy	+87,976	New	+$927K	0.32%	47
2018 Q4	$602K	Buy	+69,864	New	+$651K	0.05%	96
2018 Q1	$374K	Buy	+42,296	New	+$390K	0.15%	56

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

Ackerman Capital Advisors's SCHG Position: Q2 2026 in Review

Ackerman Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.76% in Q2 2026, buying an estimated $163K and bringing the position to 649,144 shares worth $22M. The position accounts for 4.42% of the portfolio, ranked #5.

Ackerman Capital Advisors first reported a position in SCHG in Q1 2018 and has held it in 29 quarters since. The position peaked at $23.7M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ackerman Capital Advisors held 649,144 shares of Schwab US Large-Cap Growth ETF worth $22M as of Q2 2026.
Ackerman Capital Advisors bought 4,907 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $163K.
Schwab US Large-Cap Growth ETF made up 4.42% of Ackerman Capital Advisors's portfolio in Q2 2026, its #5 holding.
Ackerman Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 29 quarters since.
Ackerman Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $23.7M in Q2 2024.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.