Corient Private Wealth
SCHG icon

Corient Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Corient Private Wealth’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 		$8.35M Sell
246,822
-61,584
-20% -$2.04M 0.01% 701
2026
Q1 		$8.98M Buy
308,406
+13,523
+5% +$420K 0.01% 657
2025
Q4 		$9.62M Buy
294,883
+167,511
+132% +$5.45M 0.01% 571
2025
Q3 		$4.06M Sell
127,372
-37,166
-23% -$1.13M 0.01% 786
2025
Q2 		$4.81M Sell
164,538
-72,792
-31% -$1.92M 0.01% 710
2025
Q1 		$5.94M Buy
237,330
+49,603
+26% +$1.36M 0.01% 643
2024
Q4 		$5.23M Sell
187,727
-39,697
-17% -$1.09M 0.01% 680
2024
Q3 		$5.92M Sell
227,424
-4,916
-2% -$124K 0.01% 704
2024
Q2 		$5.89M Buy
232,340
+10,888
+5% +$257K 0.01% 665
2024
Q1 		$5.13M Buy
221,452
+920
+0.4% +$20.3K 0.01% 700
2023
Q4 		$4.57M Buy
220,532
+103,796
+89% +$2.01M 0.01% 719
2023
Q3 		$2.12M Sell
116,736
-40,824
-26% -$768K ﹤0.01% 888
2023
Q2 		$2.95M Buy
157,560
+43,680
+38% +$749K 0.01% 781
2023
Q1 		$1.86M Buy
113,880
+66,004
+138% +$1M 0.01% 868
2022
Q4 		$665K Buy
+47,876
New +$688K ﹤0.01% 1051

Other funds holding SCHG

Charles Schwab
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

Corient Private Wealth's SCHG Position: Q2 2026 in Review

Corient Private Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q2 2026, selling an estimated $2.04M and leaving 246,822 shares worth $8.35M. The position accounts for 0.01% of the portfolio, ranked #701.

Corient Private Wealth first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.62M in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Corient Private Wealth held 246,822 shares of Schwab US Large-Cap Growth ETF worth $8.35M as of Q2 2026.
  • Corient Private Wealth sold 61,584 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.04M.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #701 holding.
  • Corient Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $9.62M in Q4 2025.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.