Ally Invest Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ally Invest 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	$31.6M	Buy	934,561 +17,169	+2%	+$569K	1.91%	12
2026 Q1	$26.7M	Buy	917,392 +26,268	+3%	+$817K	1.8%	13
2025 Q4	$29.1M	Sell	891,124 -674	-0.1%	-$21.9K	2.01%	11
2025 Q3	$28.5M	Buy	891,798 +73,538	+9%	+$2.24M	2.04%	11
2025 Q2	$23.9M	Buy	818,260 +17,462	+2%	+$462K	1.86%	12
2025 Q1	$20.1M	Buy	800,798 +66,488	+9%	+$1.82M	1.72%	14
2024 Q4	$20.5M	Buy	734,310 +85,490	+13%	+$2.34M	1.77%	13
2024 Q3	$16.9M	Sell	648,820 -79,076	-11%	-$1.99M	1.5%	14
2024 Q2	$18.4M	Buy	727,896 +59,844	+9%	+$1.41M	1.76%	13
2024 Q1	$15.5M	Buy	668,052 +85,968	+15%	+$1.9M	1.54%	13
2023 Q4	$12.1M	Buy	582,084 +105,740	+22%	+$2.05M	1.29%	13
2023 Q3	$8.66M	Buy	476,344 +137,720	+41%	+$2.59M	1.01%	13
2023 Q2	$6.34M	Buy	338,624 +85,544	+34%	+$1.47M	0.72%	13
2023 Q1	$4.12M	Buy	253,080 +76,188	+43%	+$1.16M	0.49%	13
2022 Q4	$2.46M	Buy	176,892 +70,404	+66%	+$1.01M	0.31%	18
2022 Q3	$1.49M	Buy	106,488 +63,104	+145%	+$989K	0.2%	18
2022 Q2	$629K	Buy	+43,384	New	+$694K	0.08%	18

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Ally Invest Advisors's SCHG Position: Q2 2026 in Review

Ally Invest Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q2 2026, buying an estimated $569K and bringing the position to 934,561 shares worth $31.6M. The position accounts for 1.91% of the portfolio, ranked #12.

Ally Invest Advisors first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ally Invest Advisors held 934,561 shares of Schwab US Large-Cap Growth ETF worth $31.6M as of Q2 2026.
Ally Invest Advisors bought 17,169 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $569K.
Schwab US Large-Cap Growth ETF made up 1.91% of Ally Invest Advisors's portfolio in Q2 2026, its #12 holding.
Ally Invest Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.