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Allegheny Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Allegheny Financial Group’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 		$23M Buy
678,496
+10,435
+2% +$346K 2.44% 8
2026
Q1 		$19.5M Buy
668,061
+19,306
+3% +$600K 2.62% 9
2025
Q4 		$21.2M Buy
648,755
+1,967
+0.3% +$64K 3.13% 8
2025
Q3 		$20.6M Buy
646,788
+4,279
+0.7% +$130K 3.86% 6
2025
Q2 		$18.8M Buy
642,509
+15,763
+3% +$417K 4.17% 5
2025
Q1 		$15.7M Buy
626,746
+2,699
+0.4% +$73.9K 4.02% 7
2024
Q4 		$17.4M Sell
624,047
-18,117
-3% -$495K 4.48% 6
2024
Q3 		$16.7M Sell
642,164
-19,572
-3% -$493K 4.13% 6
2024
Q2 		$16.7M Buy
661,736
+30,120
+5% +$710K 4.79% 6
2024
Q1 		$14.6M Buy
631,616
+41,788
+7% +$924K 4.52% 5
2023
Q4 		$12.2M Buy
589,828
+28,328
+5% +$548K 3.93% 7
2023
Q3 		$10.2M Buy
561,500
+176,804
+46% +$3.33M 3.82% 7
2023
Q2 		$7.21M Sell
384,696
-105,964
-22% -$1.82M 3.41% 8
2023
Q1 		$7.99M Buy
490,660
+40,856
+9% +$620K 3.23% 8
2022
Q4 		$6.25M Buy
449,804
+60,860
+16% +$875K 2.61% 10
2022
Q3 		$5.43M Buy
388,944
+122,700
+46% +$1.92M 2.55% 11
2022
Q2 		$3.86M Buy
266,244
+66,640
+33% +$1.07M 1.8% 13
2022
Q1 		$3.73M Buy
199,604
+20,364
+11% +$371K 1.58% 16
2021
Q4 		$3.67M Buy
179,240
+31,792
+22% +$635K 1.46% 17
2021
Q3 		$2.73M Buy
147,448
+50,440
+52% +$961K 1.25% 17
2021
Q2 		$1.77M Buy
+97,008
New +$1.68M 0.8% 29

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

Allegheny Financial Group's SCHG Position: Q2 2026 in Review

Allegheny Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, buying an estimated $346K and bringing the position to 678,496 shares worth $23M. The position accounts for 2.44% of the portfolio, ranked #8.

Allegheny Financial Group first reported a position in SCHG in Q2 2021 and has held it in 21 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Allegheny Financial Group held 678,496 shares of Schwab US Large-Cap Growth ETF worth $23M as of Q2 2026.
  • Allegheny Financial Group bought 10,435 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $346K.
  • Schwab US Large-Cap Growth ETF made up 2.44% of Allegheny Financial Group's portfolio in Q2 2026, its #8 holding.
  • Allegheny Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.