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Ascent Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ascent Wealth 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 		$709K Sell
20,950
-7,147
-25% -$237K 0.07% 131
2026
Q1 		$818K Buy
+28,097
New +$873K 0.1% 121

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ascent Wealth Partners's SCHG Position: Q2 2026 in Review

Ascent Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q2 2026, selling an estimated $237K and leaving 20,950 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #131.

Ascent Wealth Partners first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. The position peaked at $818K in Q1 2026. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Ascent Wealth Partners held 20,950 shares of Schwab US Large-Cap Growth ETF worth $709K as of Q2 2026.
  • Ascent Wealth Partners sold 7,147 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $237K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Ascent Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Ascent Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Ascent Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $818K in Q1 2026.
  • 1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.