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Concord Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Concord Wealth 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 		$136K Buy
+4,006
New +$133K 0.02% 261
2026
Q1 		– Sell
-4,006
Closed -$131K – 669
2025
Q4 		$131K Hold
4,006
– – 0.02% 230
2025
Q3 		$128K Sell
4,006
-8
-0.2% -$244 0.02% 234
2025
Q2 		$117K Hold
4,014
– – 0.02% 253
2025
Q1 		$101K Buy
4,014
+3,990
+16,625% +$109K 0.02% 247
2024
Q4 		$669 Sell
24
-32
-57% -$875 ﹤0.01% 839
2024
Q3 		$1.46K Hold
56
– – ﹤0.01% 786
2024
Q2 		$1.41K Hold
56
– – ﹤0.01% 696
2024
Q1 		$1.3K Sell
56
-2,296
-98% -$50.8K ﹤0.01% 780
2023
Q4 		$48.8K Hold
2,352
– – 0.01% 361
2023
Q3 		$42.8K Hold
2,352
– – 0.01% 400
2023
Q2 		$44.1K Sell
2,352
-656
-22% -$11.2K 0.01% 385
2023
Q1 		$49K Sell
3,008
-1,920
-39% -$29.1K 0.01% 350
2022
Q4 		$68.5K Buy
+4,928
New +$70.8K 0.02% 310
2022
Q3 		– Sell
-10,404
Closed -$151K – 951
2022
Q2 		$151K Buy
10,404
+2,300
+28% +$36.8K 0.04% 199
2022
Q1 		$152K Buy
8,104
+632
+8% +$11.5K 0.04% 227
2021
Q4 		$153K Buy
7,472
+5,136
+220% +$103K 0.04% 231
2021
Q3 		$43K Sell
2,336
-104
-4% -$1.98K 0.02% 244
2021
Q2 		$45K Sell
2,440
-2,064
-46% -$35.7K 0.01% 373
2021
Q1 		$73K Buy
4,504
+1,616
+56% +$26.3K 0.02% 269
2020
Q4 		$46K Buy
+2,888
New +$43.8K 0.04% 218

Other funds holding SCHG

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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

Concord Wealth Partners's SCHG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 4,006 shares worth $136K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SCHG as recently as Q4 2025.

Concord Wealth Partners first reported a position in SCHG in Q4 2020 and has held it in 21 quarters since. The position peaked at $153K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Concord Wealth Partners held 4,006 shares of Schwab US Large-Cap Growth ETF worth $136K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Concord Wealth Partners position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #261 holding.
  • Concord Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $153K in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.