Capital CS Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capital CS 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	$2.92M	Buy	86,248 +62,703	+266%	+$2.08M	2.3%	10
2026 Q1	$686K	Sell	23,545 -80,780	-77%	-$2.51M	1.41%	8
2025 Q4	$3.4M	Buy	104,325 +4,064	+4%	+$132K	5.24%	2
2025 Q3	$3.2M	Buy	100,261 +15,300	+18%	+$466K	5.05%	2
2025 Q2	$2.48M	Buy	84,961 +13,122	+18%	+$347K	4.03%	3
2025 Q1	$1.8M	Buy	71,839 +6,808	+10%	+$186K	2.9%	6
2024 Q4	$1.81M	Buy	+65,031	New	+$1.78M	2.38%	5

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

Capital CS Group's SCHG Position: Q2 2026 in Review

Capital CS Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 266% in Q2 2026, buying an estimated $2.08M and bringing the position to 86,248 shares worth $2.92M. The position accounts for 2.3% of the portfolio, ranked #10.

Capital CS Group first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.4M in Q4 2025. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Capital CS Group held 86,248 shares of Schwab US Large-Cap Growth ETF worth $2.92M as of Q2 2026.
Capital CS Group bought 62,703 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.08M.
Schwab US Large-Cap Growth ETF made up 2.3% of Capital CS Group's portfolio in Q2 2026, its #10 holding.
Capital CS Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Capital CS Group's Schwab US Large-Cap Growth ETF position peaked at $3.4M in Q4 2025.
1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Capital CS Group's 13F filing for Q2 2026, filed 12 Aug 2026.