AllGen Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

AllGen Financial 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	$2.09M	Sell	61,669 -9,066	-13%	-$300K	0.46%	22
2026 Q1	$2.06M	Sell	70,735 -25,033	-26%	-$778K	0.49%	22
2025 Q4	$3.12M	Sell	95,768 -12,154	-11%	-$395K	0.74%	17
2025 Q3	$3.44M	Sell	107,922 -21,966	-17%	-$669K	0.85%	20
2025 Q2	$3.79M	Sell	129,888 -369,189	-74%	-$9.76M	1.02%	18
2025 Q1	$12.5M	Buy	499,077 +67,110	+16%	+$1.84M	3.7%	10
2024 Q4	$12M	Sell	431,967 -36,013	-8%	-$985K	4.04%	9
2024 Q3	$12.2M	Sell	467,980 -86,860	-16%	-$2.19M	3.96%	10
2024 Q2	$14M	Sell	554,840 -8,240	-1%	-$194K	5.31%	7
2024 Q1	$13.1M	Sell	563,080 -48,728	-8%	-$1.08M	5.31%	6
2023 Q4	$12.7M	Buy	611,808 +393,292	+180%	+$7.61M	6.6%	5
2023 Q3	$3.97M	Buy	+218,516	New	+$4.11M	2.83%	8

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

AllGen Financial Advisors's SCHG Position: Q2 2026 in Review

AllGen Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, selling an estimated $300K and leaving 61,669 shares worth $2.09M. The position accounts for 0.46% of the portfolio, ranked #22.

AllGen Financial Advisors first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $14M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

AllGen Financial Advisors held 61,669 shares of Schwab US Large-Cap Growth ETF worth $2.09M as of Q2 2026.
AllGen Financial Advisors sold 9,066 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $300K.
Schwab US Large-Cap Growth ETF made up 0.46% of AllGen Financial Advisors's portfolio in Q2 2026, its #22 holding.
AllGen Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
AllGen Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $14M in Q2 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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