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

BIP Wealth’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	$43.2M	Sell	1,276,274 -670,259	-34%	-$22.2M	1.23%	12
2026 Q1	$56.7M	Buy	1,946,533 +167,030	+9%	+$5.19M	2.31%	8
2025 Q4	$58M	Buy	1,779,503 +1,746,355	+5,268%	+$56.8M	2.05%	8
2025 Q3	$1.06M	Buy	33,148 +16,121	+95%	+$491K	0.05%	121
2025 Q2	$497K	Sell	17,027 -3,917	-19%	-$104K	0.03%	156
2025 Q1	$524K	Buy	20,944 +383	+2%	+$10.5K	0.03%	150
2024 Q4	$573K	Buy	20,561 +3,341	+19%	+$91.4K	0.04%	137
2024 Q3	$449K	Buy	17,220 +3,484	+25%	+$87.7K	0.03%	144
2024 Q2	$346K	Buy	13,736 +256	+2%	+$6.04K	0.03%	137
2024 Q1	$312K	Sell	13,480 -2,616	-16%	-$57.9K	0.02%	156
2023 Q4	$334K	Hold	16,096	–	–	0.03%	141
2023 Q3	$293K	Buy	16,096 +4,264	+36%	+$80.3K	0.03%	138
2023 Q2	$222K	Sell	11,832 -1,504	-11%	-$25.8K	0.02%	171
2023 Q1	$217K	Buy	+13,336	New	+$202K	0.02%	169

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

BIP Wealth's SCHG Position: Q2 2026 in Review

BIP Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q2 2026, selling an estimated $22.2M and leaving 1,276,274 shares worth $43.2M. The position accounts for 1.23% of the portfolio, ranked #12.

BIP Wealth first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. The position peaked at $58M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

BIP Wealth held 1,276,274 shares of Schwab US Large-Cap Growth ETF worth $43.2M as of Q2 2026.
BIP Wealth sold 670,259 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $22.2M.
Schwab US Large-Cap Growth ETF made up 1.23% of BIP Wealth's portfolio in Q2 2026, its #12 holding.
BIP Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
BIP Wealth's Schwab US Large-Cap Growth ETF position peaked at $58M in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.