Atlantic Edge Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atlantic Edge Private Wealth Management’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	$20.6K	Hold	609	–	–	﹤0.01%	341
2026 Q1	$17.7K	Hold	609	–	–	﹤0.01%	334
2025 Q4	$19.9K	Buy	609 +1	+0.2%	+$33	﹤0.01%	310
2025 Q3	$19.4K	Hold	608	–	–	0.01%	307
2025 Q2	$17.8K	Hold	608	–	–	﹤0.01%	309
2025 Q1	$15.2K	Sell	608 -174	-22%	-$4.77K	﹤0.01%	313
2024 Q4	$21.8K	Sell	782 -2	-0.3%	-$55	0.01%	267
2024 Q3	$20.4K	Buy	784 +4	+0.5%	+$101	0.01%	267
2024 Q2	$19.7K	Hold	780	–	–	0.01%	252
2024 Q1	$18.1K	Hold	780	–	–	0.01%	259
2023 Q4	$16.2K	Buy	+780	New	+$15.1K	0.01%	255

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

Atlantic Edge Private Wealth Management's SCHG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 609 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Atlantic Edge Private Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8K in Q4 2024. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Atlantic Edge Private Wealth Management held 609 shares of Schwab US Large-Cap Growth ETF worth $20.6K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #341 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $21.8K in Q4 2024.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.