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Cary Street Partners Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-53
Closed -$1.54K – 780
2026
Q1 		$1.54K Sell
53
-1,019
-95% -$31.7K ﹤0.01% 672
2025
Q4 		$35K Buy
1,072
+1,019
+1,923% +$33.1K 0.01% 548
2025
Q3 		$1.69K Buy
+53
New +$1.61K ﹤0.01% 592
2024
Q4 		– Sell
-750,664
Closed -$19.6M – 705
2024
Q3 		$19.6M Buy
750,664
+13,632
+2% +$343K 0.72% 31
2024
Q2 		$18.6M Buy
737,032
+4,244
+0.6% +$100K 0.75% 25
2024
Q1 		$17M Sell
732,788
-70,540
-9% -$1.56M 0.72% 28
2023
Q4 		$16.7M Buy
803,328
+20,096
+3% +$389K 0.79% 27
2023
Q3 		$14.2M Buy
783,232
+6,492
+0.8% +$122K 0.77% 24
2023
Q2 		$14.6M Buy
776,740
+18,808
+2% +$322K 0.94% 18
2023
Q1 		$12.3M Sell
757,932
-11,544
-2% -$175K 0.89% 22
2022
Q4 		$10.7M Sell
769,476
-11,336
-1% -$163K 0.79% 35
2022
Q3 		$10.9M Sell
780,812
-2,520
-0.3% -$39.5K 0.9% 28
2022
Q2 		$11.4M Buy
783,332
+303,112
+63% +$4.85M 0.96% 25
2022
Q1 		$8.98M Buy
480,220
+105,556
+28% +$1.92M 2.47% 4
2021
Q4 		$7.67M Sell
374,664
-6,336
-2% -$127K 2.13% 5
2021
Q3 		$7.05M Sell
381,000
-1,104
-0.3% -$21K 2.31% 7
2021
Q2 		$6.97M Sell
382,104
-9,944
-3% -$172K 2.25% 6
2021
Q1 		$6.36M Buy
392,048
+24,496
+7% +$399K 2.62% 4
2020
Q4 		$5.9M Sell
367,552
-7,248
-2% -$110K 1.14% 14
2020
Q3 		$5.4M Buy
374,800
+25,632
+7% +$357K 1.14% 14
2020
Q2 		$4.43M Buy
+349,168
New +$4.07M 6.28% 2
2020
Q1 		– Sell
-363,392
Closed -$4.22M – 118
2019
Q4 		$4.22M Buy
+363,392
New +$4.01M 4.62% 3
2018
Q4 		$28.4M Buy
+329,104
New +$3.07M 27.57% 1

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 53 shares — an estimated $1.54K sold.

Cary Street Partners Investment Advisory first reported a position in SCHG in Q4 2018 and held it in 23 quarters. The position peaked at $28.4M in Q4 2018. 1,333 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cary Street Partners Investment Advisory reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 53 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.54K.
  • Cary Street Partners Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 23 quarters.
  • Cary Street Partners Investment Advisory's Schwab US Large-Cap Growth ETF position peaked at $28.4M in Q4 2018.
  • 1,333 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.