Caliber Wealth Management (Kansas)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Caliber Wealth Management (Kansas)’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	$331K	Sell	9,772 -31	-0.3%	-$1.03K	0.03%	229
2026 Q1	$286K	Sell	9,803 -68	-0.7%	-$2.11K	0.03%	222
2025 Q4	$322K	Sell	9,871 -63	-0.6%	-$2.05K	0.03%	210
2025 Q3	$317K	Sell	9,934 -320	-3%	-$9.75K	0.04%	205
2025 Q2	$300K	Buy	10,254 +260	+3%	+$6.87K	0.03%	229
2025 Q1	$250K	Buy	+9,994	New	+$274K	0.03%	214

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

Caliber Wealth Management (Kansas)'s SCHG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.32% in Q2 2026, selling an estimated $1.03K and leaving 9,772 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #229.

Caliber Wealth Management (Kansas) first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Caliber Wealth Management (Kansas) held 9,772 shares of Schwab US Large-Cap Growth ETF worth $331K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 31 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.03K.
Schwab US Large-Cap Growth ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #229 holding.
Caliber Wealth Management (Kansas) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.