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

Caitlin John’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	$167K	Buy	4,949 +2,850	+136%	+$94.4K	0.09%	217
2026 Q1	$61.1K	Buy	2,099 +219	+12%	+$6.81K	0.04%	282
2025 Q4	$61.3K	Hold	1,880	–	–	0.04%	282
2025 Q3	$60K	Buy	+1,880	New	+$57.3K	0.04%	242
2025 Q1	–	Sell	-1,880	Closed	-$52.4K	–	652
2024 Q4	$52.4K	Sell	1,880 -5,640	-75%	-$154K	0.03%	224
2024 Q3	$52.2K	Buy	7,520 +5,640	+300%	+$142K	0.03%	230
2024 Q2	$47.4K	Hold	1,880	–	–	0.03%	252
2024 Q1	$43.6K	Hold	1,880	–	–	0.03%	257
2023 Q4	$39K	Buy	+1,880	New	+$36.4K	0.03%	248

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Caitlin John's SCHG Position: Q2 2026 in Review

Caitlin John increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 136% in Q2 2026, buying an estimated $94.4K and bringing the position to 4,949 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #217.

Caitlin John first reported a position in SCHG in Q4 2023 and has held it in 9 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Caitlin John held 4,949 shares of Schwab US Large-Cap Growth ETF worth $167K as of Q2 2026.
Caitlin John bought 2,850 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $94.4K.
Schwab US Large-Cap Growth ETF made up 0.09% of Caitlin John's portfolio in Q2 2026, its #217 holding.
Caitlin John first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.