Cascade Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cascade Wealth Advisors’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	$321K	Hold	8,962	–	–	0.13%	55
2026 Q1	$306K	Hold	8,962	–	–	0.13%	52
2025 Q4	$291K	Hold	8,962	–	–	0.13%	50
2025 Q3	$296K	Hold	8,962	–	–	0.15%	51
2025 Q2	$272K	Buy	+8,962	New	+$237K	0.15%	48

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

Cascade Wealth Advisors's SCHG Position: Q2 2026 in Review

Cascade Wealth Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 8,962 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #55.

Cascade Wealth Advisors first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cascade Wealth Advisors held 8,962 shares of Schwab US Large-Cap Growth ETF worth $321K as of Q2 2026.
Cascade Wealth Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.13% of Cascade Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Cascade Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.