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

Axis 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	$390K	Sell	11,512 -13	-0.1%	-$431	0.19%	122
2026 Q1	$336K	Sell	11,525 -148	-1%	-$4.6K	0.18%	130
2025 Q4	$381K	Buy	11,673 +10	+0.1%	+$325	0.21%	121
2025 Q3	$372K	Sell	11,663 -423	-3%	-$12.9K	0.22%	114
2025 Q2	$353K	Buy	12,086 +46	+0.4%	+$1.22K	0.23%	107
2025 Q1	$301K	Sell	12,040 -478	-4%	-$13.1K	0.22%	110
2024 Q4	$349K	Buy	+12,518	New	+$342K	0.29%	94

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

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

Axis Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q2 2026, selling an estimated $431 and leaving 11,512 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #122.

Axis Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Axis Wealth Partners held 11,512 shares of Schwab US Large-Cap Growth ETF worth $390K as of Q2 2026.
Axis Wealth Partners sold 13 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $431.
Schwab US Large-Cap Growth ETF made up 0.19% of Axis Wealth Partners's portfolio in Q2 2026, its #122 holding.
Axis Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.