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Advisor OS’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advisor OS’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 		$366K Sell
10,822
-4,433
-29% -$147K 0.02% 396
2026
Q1 		$444K Sell
15,255
-126
-0.8% -$3.92K 0.03% 327
2025
Q4 		$502K Sell
15,381
-59
-0.4% -$1.92K 0.04% 279
2025
Q3 		$493K Sell
15,440
-5,247
-25% -$160K 0.04% 269
2025
Q2 		$604K Buy
20,687
+597
+3% +$15.8K 0.06% 223
2025
Q1 		$503K Buy
20,090
+2,031
+11% +$55.6K 0.06% 234
2024
Q4 		$503K Buy
18,059
+1,507
+9% +$41.2K 0.06% 223
2024
Q3 		$431K Sell
16,552
-168
-1% -$4.23K 0.04% 267
2024
Q2 		$422K Sell
16,720
-3,088
-16% -$72.8K 0.05% 254
2024
Q1 		$459K Sell
19,808
-8,208
-29% -$182K 0.05% 250
2023
Q4 		$581K Buy
28,016
+1,732
+7% +$33.5K 0.08% 198
2023
Q3 		$478K Sell
26,284
-700
-3% -$13.2K 0.07% 192
2023
Q2 		$506K Buy
26,984
+360
+1% +$6.17K 0.08% 200
2023
Q1 		$434K Sell
26,624
-6,224
-19% -$94.5K 0.1% 174
2022
Q4 		$456K Sell
32,848
-20,608
-39% -$296K 0.12% 155
2022
Q3 		$746K Buy
53,456
+120
+0.2% +$1.88K 0.22% 92
2022
Q2 		$773K Buy
53,336
+88
+0.2% +$1.41K 0.23% 103
2022
Q1 		$996K Buy
+53,248
New +$971K 0.29% 82

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisor OS's SCHG Position: Q2 2026 in Review

Advisor OS reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q2 2026, selling an estimated $147K and leaving 10,822 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #396.

Advisor OS first reported a position in SCHG in Q1 2022 and has held it in 18 quarters since. The position peaked at $996K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Advisor OS held 10,822 shares of Schwab US Large-Cap Growth ETF worth $366K as of Q2 2026.
  • Advisor OS sold 4,433 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $147K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #396 holding.
  • Advisor OS first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Advisor OS's Schwab US Large-Cap Growth ETF position peaked at $996K in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.