Creative Capital Management Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Creative Capital Management Investments’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	$61.8K	Sell	1,825 -13	-0.7%	-$431	0.01%	157
2026 Q1	$53.6K	Buy	1,838 +13	+0.7%	+$404	0.02%	114
2025 Q4	$59.5K	Hold	1,825	–	–	0.02%	106
2025 Q3	$58.3K	Hold	1,825	–	–	0.02%	107
2025 Q2	$53.3K	Hold	1,825	–	–	0.02%	112
2025 Q1	$45.7K	Hold	1,825	–	–	0.02%	110
2024 Q4	$50.9K	Buy	1,825 +1	+0.1%	+$27	0.02%	101
2024 Q3	$47.6K	Hold	1,824	–	–	0.02%	95
2024 Q2	$46K	Hold	1,824	–	–	0.02%	88
2024 Q1	$42.3K	Hold	1,824	–	–	0.02%	89
2023 Q4	$37.9K	Hold	1,824	–	–	0.02%	94
2023 Q3	$33.2K	Hold	1,824	–	–	0.02%	103
2023 Q2	$34.2K	Hold	1,824	–	–	0.02%	97
2023 Q1	$29.7K	Hold	1,824	–	–	0.02%	115
2022 Q4	$25K	Buy	+1,824	New	+$26.2K	0.02%	96

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Creative Capital Management Investments's SCHG Position: Q2 2026 in Review

Creative Capital Management Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.71% in Q2 2026, selling an estimated $431 and leaving 1,825 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #157.

Creative Capital Management Investments first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Creative Capital Management Investments held 1,825 shares of Schwab US Large-Cap Growth ETF worth $61.8K as of Q2 2026.
Creative Capital Management Investments sold 13 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $431.
Schwab US Large-Cap Growth ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #157 holding.
Creative Capital Management Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.