Crescent Grove Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crescent Grove 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	$775K	Sell	22,901 -2,405	-10%	-$79.7K	0.06%	151
2026 Q1	$737K	Buy	25,306 +29	+0.1%	+$901	0.07%	156
2025 Q4	$825K	Buy	25,277 +286	+1%	+$9.3K	0.08%	141
2025 Q3	$797K	Buy	24,991 +22	+0.1%	+$670	0.08%	138
2025 Q2	$729K	Buy	24,969 +21	+0.1%	+$555	0.07%	135
2025 Q1	$625K	Sell	24,948 -447	-2%	-$12.2K	0.07%	142
2024 Q4	$708K	Buy	25,395 +23	+0.1%	+$629	0.07%	136
2024 Q3	$661K	Buy	25,372 +48	+0.2%	+$1.21K	0.07%	146
2024 Q2	$639K	Hold	25,324	–	–	0.07%	145
2024 Q1	$587K	Sell	25,324 -4,608	-15%	-$102K	0.06%	163
2023 Q4	$621K	Buy	+29,932	New	+$579K	0.07%	150

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

Crescent Grove Advisors's SCHG Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.5% in Q2 2026, selling an estimated $79.7K and leaving 22,901 shares worth $775K. The position accounts for 0.06% of the portfolio, ranked #151.

Crescent Grove Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $825K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Crescent Grove Advisors held 22,901 shares of Schwab US Large-Cap Growth ETF worth $775K as of Q2 2026.
Crescent Grove Advisors sold 2,405 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $79.7K.
Schwab US Large-Cap Growth ETF made up 0.06% of Crescent Grove Advisors's portfolio in Q2 2026, its #151 holding.
Crescent Grove Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Crescent Grove Advisors's Schwab US Large-Cap Growth ETF position peaked at $825K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.