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

Caprock 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 		$866K Buy
25,584
+4,435
+21% +$147K 0.02% 673
2026
Q1 		$616K Buy
21,149
+5,126
+32% +$159K 0.02% 680
2025
Q4 		$523K Sell
16,023
-1,527
-9% -$49.7K 0.01% 804
2025
Q3 		$536K Buy
+17,550
New +$535K 0.01% 782
2025
Q1 		$460K Buy
18,389
+820
+5% +$22.5K 0.01% 751
2024
Q4 		$490K Buy
17,569
+1
+0% +$27 0.02% 628
2024
Q3 		$458K Hold
17,568
– – 0.02% 603
2024
Q2 		$443K Buy
+17,568
New +$414K 0.02% 565

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caprock Group's SCHG Position: Q2 2026 in Review

Caprock Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q2 2026, buying an estimated $147K and bringing the position to 25,584 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #673.

Caprock Group first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Caprock Group held 25,584 shares of Schwab US Large-Cap Growth ETF worth $866K as of Q2 2026.
  • Caprock Group bought 4,435 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $147K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Caprock Group's portfolio in Q2 2026, its #673 holding.
  • Caprock Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.