Code Waechter’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Code Waechter’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	$20.7M	Buy	611,454 +18,946	+3%	+$628K	10.7%	1
2026 Q1	$17.3M	Buy	592,508 +42,235	+8%	+$1.31M	10.26%	1
2025 Q4	$17.9M	Buy	550,273 +89,388	+19%	+$2.91M	11.53%	1
2025 Q3	$14.6M	Sell	460,885 -16,339	-3%	-$498K	9.56%	1
2025 Q2	$13.9M	Buy	477,224 +110,150	+30%	+$2.91M	9.92%	1
2025 Q1	$9.19M	Buy	367,074 +8,209	+2%	+$225K	7.56%	1
2024 Q4	$10M	Sell	358,865 -3,251	-0.9%	-$88.9K	8.73%	1
2024 Q3	$9.43M	Buy	+362,116	New	+$9.11M	8.99%	1

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

Code Waechter's SCHG Position: Q2 2026 in Review

Code Waechter increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.2% in Q2 2026, buying an estimated $628K and bringing the position to 611,454 shares worth $20.7M. The position accounts for 10.7% of the portfolio, ranked #1.

Code Waechter first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Code Waechter held 611,454 shares of Schwab US Large-Cap Growth ETF worth $20.7M as of Q2 2026.
Code Waechter bought 18,946 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $628K.
Schwab US Large-Cap Growth ETF made up 10.7% of Code Waechter's portfolio in Q2 2026, its #1 holding.
Code Waechter first reported a position in Schwab US Large-Cap Growth ETF in Q3 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 Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.