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

Crewe 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 		$261K Hold
7,699
– – 0.02% 198
2026
Q1 		$224K Buy
7,699
+1
+0% +$31 0.02% 200
2025
Q4 		$251K Hold
7,698
– – 0.02% 188
2025
Q3 		$246K Buy
7,698
+231
+3% +$7.04K 0.02% 185
2025
Q2 		$218K Buy
7,467
+7,119
+2,046% +$188K 0.03% 144
2025
Q1 		$8.71K Buy
348
+1
+0.3% +$27 ﹤0.01% 435
2024
Q4 		$9.68K Sell
347
-1
-0.3% -$27 ﹤0.01% 431
2024
Q3 		$9.06K Buy
+348
New +$8.76K ﹤0.01% 509
2024
Q1 		– Sell
-348
Closed -$7.19K – 999
2023
Q4 		$7.19K Buy
+348
New +$6.73K ﹤0.01% 233

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

Crewe Advisors's SCHG Position: Q2 2026 in Review

Crewe Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,699 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #198.

Crewe Advisors first reported a position in SCHG in Q4 2023 and has held it in 9 quarters since. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Crewe Advisors held 7,699 shares of Schwab US Large-Cap Growth ETF worth $261K as of Q2 2026.
  • Crewe Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #198 holding.
  • Crewe Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.