Bensler’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bensler’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	$3.13M	Sell	92,550 -3,141	-3%	-$104K	0.28%	64
2026 Q1	$2.79M	Sell	95,691 -11,158	-10%	-$347K	0.29%	67
2025 Q4	$3.49M	Sell	106,849 -3,062	-3%	-$99.6K	0.35%	65
2025 Q3	$3.51M	Sell	109,911 -4,044	-4%	-$123K	0.36%	61
2025 Q2	$3.33M	Sell	113,955 -15,058	-12%	-$398K	0.37%	62
2025 Q1	$3.23M	Sell	129,013 -22,457	-15%	-$615K	0.4%	61
2024 Q4	$4.22M	Sell	151,470 -9,482	-6%	-$259K	0.5%	57
2024 Q3	$4.19M	Sell	160,952 -13,360	-8%	-$336K	0.53%	55
2024 Q2	$4.39M	Sell	174,312 -17,552	-9%	-$414K	0.59%	49
2024 Q1	$4.45M	Sell	191,864 -38,116	-17%	-$843K	0.64%	48
2023 Q4	$4.77M	Sell	229,980 -18,904	-8%	-$366K	0.79%	44
2023 Q3	$4.52M	Sell	248,884 -1,408	-0.6%	-$26.5K	0.87%	42
2023 Q2	$4.69M	Sell	250,292 -25,544	-9%	-$438K	0.89%	40
2023 Q1	$4.49M	Sell	275,836 -15,392	-5%	-$234K	0.91%	39
2022 Q4	$4.05M	Buy	291,228 +12,544	+5%	+$180K	0.9%	40
2022 Q3	$3.89M	Sell	278,684 -3,640	-1%	-$57K	0.93%	32
2022 Q2	$4.09M	Sell	282,324 -5,840	-2%	-$93.4K	0.97%	29
2022 Q1	$5.39M	Buy	+288,164	New	+$5.26M	1.13%	23

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

Bensler's SCHG Position: Q2 2026 in Review

Bensler reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.3% in Q2 2026, selling an estimated $104K and leaving 92,550 shares worth $3.13M. The position accounts for 0.28% of the portfolio, ranked #64.

Bensler first reported a position in SCHG in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.39M in Q1 2022. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bensler held 92,550 shares of Schwab US Large-Cap Growth ETF worth $3.13M as of Q2 2026.
Bensler sold 3,141 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $104K.
Schwab US Large-Cap Growth ETF made up 0.28% of Bensler's portfolio in Q2 2026, its #64 holding.
Bensler first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
Bensler's Schwab US Large-Cap Growth ETF position peaked at $5.39M in Q1 2022.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.