Arax Advisory Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Arax Advisory 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	$13.8M	Buy	406,763 +239,352	+143%	+$7.93M	0.09%	238
2026 Q1	$4.88M	Buy	167,411 +20,976	+14%	+$652K	0.14%	137
2025 Q4	$4.78M	Buy	+146,435	New	+$4.76M	0.14%	128
2025 Q3	–	Sell	-194,251	Closed	-$5.83M	–	4162
2025 Q2	$5.83M	Buy	194,251 +101,995	+111%	+$2.7M	0.27%	77
2025 Q1	$2.31M	Sell	92,256 -904,803	-91%	-$24.8M	0.15%	105
2024 Q4	$27.8M	Sell	997,059 -36,049	-3%	-$986K	1.75%	12
2024 Q3	$26.9M	Sell	1,033,108 -27,880	-3%	-$702K	2.4%	10
2024 Q2	$26.7M	Sell	1,060,988 -35,772	-3%	-$844K	2.61%	7
2024 Q1	$25.4M	Sell	1,096,760 -39,104	-3%	-$865K	2.68%	9
2023 Q4	$23.6M	Buy	1,135,864 +1,082,932	+2,046%	+$20.9M	2.62%	10
2023 Q3	$962K	Sell	52,932 -14,404	-21%	-$271K	0.12%	98
2023 Q2	$1.26M	Buy	67,336 +66,992	+19,474%	+$1.15M	0.16%	69
2023 Q1	$5.63K	Hold	344	–	–	﹤0.01%	813
2022 Q4	$4.79K	Hold	344	–	–	﹤0.01%	809
2022 Q3	$5K	Hold	344	–	–	﹤0.01%	818
2022 Q2	$5K	Hold	344	–	–	﹤0.01%	795
2022 Q1	$6K	Sell	344 -200	-37%	-$3.65K	﹤0.01%	748
2021 Q4	$11K	Buy	544 +200	+58%	+$4K	﹤0.01%	640
2021 Q3	$6K	Hold	344	–	–	﹤0.01%	744
2021 Q2	$6K	Buy	+344	New	+$5.95K	﹤0.01%	744
2020 Q4	$6K	Hold	344	–	–	﹤0.01%	614
2020 Q3	$5K	Hold	344	–	–	﹤0.01%	601
2020 Q2	$4K	Hold	344	–	–	﹤0.01%	608
2020 Q1	$3K	Hold	344	–	–	﹤0.01%	611
2019 Q4	$4K	Hold	344	–	–	﹤0.01%	529
2019 Q3	$4K	Buy	+344	New	+$3.63K	﹤0.01%	531

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

Arax Advisory Partners's SCHG Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 143% in Q2 2026, buying an estimated $7.93M and bringing the position to 406,763 shares worth $13.8M. The position accounts for 0.09% of the portfolio, ranked #238.

Arax Advisory Partners first reported a position in SCHG in Q3 2019 and has held it in 26 quarters since. The position peaked at $27.8M in Q4 2024. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Arax Advisory Partners held 406,763 shares of Schwab US Large-Cap Growth ETF worth $13.8M as of Q2 2026.
Arax Advisory Partners bought 239,352 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.93M.
Schwab US Large-Cap Growth ETF made up 0.09% of Arax Advisory Partners's portfolio in Q2 2026, its #238 holding.
Arax Advisory Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 26 quarters since.
Arax Advisory Partners's Schwab US Large-Cap Growth ETF position peaked at $27.8M in Q4 2024.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.