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Copper Harbor Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Copper Harbor Investment 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 		$10.7M Buy
+314,910
New +$10.4M 2.26% 14

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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

Copper Harbor Investment Advisors's SCHG Position: Q2 2026 in Review

Copper Harbor Investment Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 314,910 shares worth $10.7M. The stake represents 2.26% of the portfolio and ranks #14 among its holdings.

1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Copper Harbor Investment Advisors held 314,910 shares of Schwab US Large-Cap Growth ETF worth $10.7M as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Copper Harbor Investment Advisors position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 2.26% of Copper Harbor Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.