Arete Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Arete Wealth 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	$355K	Buy	+10,494	New	+$348K	0.02%	313
2025 Q4	–	Sell	-11,124	Closed	-$356K	–	681
2025 Q3	$356K	Buy	11,124 +3,076	+38%	+$93.7K	0.02%	535
2025 Q2	$235K	Buy	+8,048	New	+$213K	0.02%	641
2025 Q1	–	Sell	-9,945	Closed	-$278K	–	799
2024 Q4	$278K	Buy	9,945 +1,197	+14%	+$32.7K	0.02%	582
2024 Q3	$227K	Buy	+8,748	New	+$220K	0.02%	613

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

Arete Wealth Advisors's SCHG Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 10,494 shares worth $355K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in SCHG as recently as Q3 2025.

Arete Wealth Advisors first reported a position in SCHG in Q3 2024 and has held it in 5 quarters since. The position peaked at $356K in Q3 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Arete Wealth Advisors held 10,494 shares of Schwab US Large-Cap Growth ETF worth $355K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Arete Wealth Advisors position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q2 2026, its #313 holding.
Arete Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 5 quarters since.
Arete Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $356K in Q3 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.