AssuredPartners Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

AssuredPartners Investment 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	–	Sell	-9,036	Closed	-$267K	–	436
2026 Q1	$267K	Sell	9,036 -348	-4%	-$10.8K	0.03%	339
2025 Q4	$306K	Buy	9,384 +326	+4%	+$10.6K	0.05%	273
2025 Q3	$289K	Sell	9,058 -91	-1%	-$2.77K	0.06%	212
2025 Q2	$267K	Sell	9,149 -499	-5%	-$13.2K	0.07%	203
2025 Q1	$242K	Buy	9,648 +2,432	+34%	+$66.6K	0.05%	290
2024 Q4	$201K	Buy	+7,216	New	+$197K	0.04%	316

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

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

AssuredPartners Investment Advisors's SCHG Position: Q2 2026 in Review

AssuredPartners Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 9,036 shares — an estimated $267K sold.

AssuredPartners Investment Advisors first reported a position in SCHG in Q4 2024 and held it in 6 quarters. The position peaked at $306K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

AssuredPartners Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 9,036 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $267K.
AssuredPartners Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
AssuredPartners Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $306K in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.