Almanack Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Almanack Investment Partners’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	$6.83M	Sell	201,784 -248,630	-55%	-$8.24M	0.87%	21
2026 Q1	$13.1M	Buy	450,414 +90,230	+25%	+$2.8M	2.21%	9
2025 Q4	$11.7M	Sell	360,184 -53,662	-13%	-$1.75M	2%	10
2025 Q3	$13.2M	Sell	413,846 -366,127	-47%	-$11.2M	2.04%	11
2025 Q2	$22.8M	Buy	779,973 +749,561	+2,465%	+$19.8M	3.63%	7
2025 Q1	$762K	Sell	30,412 -378,831	-93%	-$10.4M	0.15%	69
2024 Q4	$11.4M	Sell	409,243 -11,073	-3%	-$303K	1.76%	13
2024 Q3	$10.9M	Sell	420,316 -24,892	-6%	-$626K	1.72%	13
2024 Q2	$11.2M	Buy	445,208 +1,756	+0.4%	+$41.4K	1.89%	12
2024 Q1	$10.3M	Buy	443,452 +91,168	+26%	+$2.02M	1.75%	13
2023 Q4	$7.31M	Buy	+352,284	New	+$6.81M	1.36%	19
2023 Q2	–	Sell	-14,472	Closed	-$236K	–	176
2023 Q1	$236K	Buy	+14,472	New	+$220K	0.05%	148
2022 Q2	–	Sell	-59,836	Closed	-$1.12M	–	505
2022 Q1	$1.12M	Sell	59,836 -13,012	-18%	-$237K	0.1%	135
2021 Q4	$1.49M	Sell	72,848 -584,464	-89%	-$11.7M	0.12%	113
2021 Q3	$12.2M	Buy	657,312 +578,592	+735%	+$11M	1.07%	17
2021 Q2	$1.44M	Sell	78,720 -586,032	-88%	-$10.1M	0.14%	104
2021 Q1	$10.8M	Sell	664,752 -768,104	-54%	-$12.5M	1.1%	20
2020 Q4	$23M	Buy	1,432,856 +32,608	+2%	+$495K	2.63%	6
2020 Q3	$20.7M	Sell	1,400,248 -528,120	-27%	-$7.36M	2.55%	8
2020 Q2	$24.5M	Buy	1,928,368 +1,846,912	+2,267%	+$21.5M	4.36%	6
2020 Q1	$811K	Buy	81,456 +15,784	+24%	+$180K	0.17%	76
2019 Q4	$763K	Sell	65,672 -601,232	-90%	-$6.63M	0.15%	76
2019 Q3	$7M	Buy	+666,904	New	+$7.03M	1.36%	22
2018 Q3	–	Sell	-39,928	Closed	-$378K	–	290
2018 Q2	$378K	Buy	+39,928	New	+$372K	0.17%	55

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

Almanack Investment Partners's SCHG Position: Q2 2026 in Review

Almanack Investment Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 55% in Q2 2026, selling an estimated $8.24M and leaving 201,784 shares worth $6.83M. The position accounts for 0.87% of the portfolio, ranked #21.

Almanack Investment Partners first reported a position in SCHG in Q2 2018 and has held it in 24 quarters since. The position peaked at $24.5M in Q2 2020. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Almanack Investment Partners held 201,784 shares of Schwab US Large-Cap Growth ETF worth $6.83M as of Q2 2026.
Almanack Investment Partners sold 248,630 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.24M.
Schwab US Large-Cap Growth ETF made up 0.87% of Almanack Investment Partners's portfolio in Q2 2026, its #21 holding.
Almanack Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 24 quarters since.
Almanack Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $24.5M in Q2 2020.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.