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

Cary Street Partners’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	$20.3M	Buy	600,051 +2,284	+0.4%	+$75.7K	0.44%	53
2026 Q1	$17.4M	Sell	597,767 -29,098	-5%	-$905K	0.43%	54
2025 Q4	$20.4M	Sell	626,865 -40,478	-6%	-$1.32M	0.51%	41
2025 Q3	$21.3M	Buy	667,343 +2,495	+0.4%	+$76K	0.55%	40
2025 Q2	$19.4M	Sell	664,848 -43,112	-6%	-$1.14M	0.55%	41
2025 Q1	$17.7M	Sell	707,960 -24,358	-3%	-$667K	0.56%	42
2024 Q4	$20.4M	Buy	+732,318	New	+$20M	0.66%	32

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Cary Street Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.38% in Q2 2026, buying an estimated $75.7K and bringing the position to 600,051 shares worth $20.3M. The position accounts for 0.44% of the portfolio, ranked #53.

Cary Street Partners first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.3M in Q3 2025. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cary Street Partners held 600,051 shares of Schwab US Large-Cap Growth ETF worth $20.3M as of Q2 2026.
Cary Street Partners bought 2,284 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $75.7K.
Schwab US Large-Cap Growth ETF made up 0.44% of Cary Street Partners's portfolio in Q2 2026, its #53 holding.
Cary Street Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Schwab US Large-Cap Growth ETF position peaked at $21.3M in Q3 2025.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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