Blue Sky Capital Consultants Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Blue Sky Capital Consultants Group’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	$1.28M	Buy	37,931 +278	+0.7%	+$9.21K	0.55%	34
2026 Q1	$1.1M	Sell	37,653 -4,815	-11%	-$150K	0.52%	37
2025 Q4	$1.39M	Buy	42,468 +1,751	+4%	+$56.9K	0.6%	31
2025 Q3	$1.3M	Sell	40,717 -1,395	-3%	-$42.5K	0.56%	31
2025 Q2	$1.23M	Buy	42,112 +274	+0.7%	+$7.24K	0.62%	30
2025 Q1	$1.05M	Buy	41,838 +3,254	+8%	+$89.1K	0.68%	30
2024 Q4	$1.08M	Buy	+38,584	New	+$1.06M	0.65%	32

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

Blue Sky Capital Consultants Group's SCHG Position: Q2 2026 in Review

Blue Sky Capital Consultants Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.74% in Q2 2026, buying an estimated $9.21K and bringing the position to 37,931 shares worth $1.28M. The position accounts for 0.55% of the portfolio, ranked #34.

Blue Sky Capital Consultants Group first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Blue Sky Capital Consultants Group held 37,931 shares of Schwab US Large-Cap Growth ETF worth $1.28M as of Q2 2026.
Blue Sky Capital Consultants Group bought 278 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.21K.
Schwab US Large-Cap Growth ETF made up 0.55% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #34 holding.
Blue Sky Capital Consultants Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Blue Sky Capital Consultants Group's Schwab US Large-Cap Growth ETF position peaked at $1.39M in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.