Cynosure Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cynosure Group’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	–	Sell	-40,932	Closed	-$1.19M	–	244
2026 Q1	$1.19M	Sell	40,932 -11,371	-22%	-$353K	0.15%	51
2025 Q4	$1.71M	Buy	52,303 +2,487	+5%	+$80.9K	0.17%	51
2025 Q3	$1.59M	Buy	49,816 +16,190	+48%	+$493K	0.17%	50
2025 Q2	$982K	Sell	33,626 -225	-0.7%	-$5.95K	0.11%	78
2025 Q1	$848K	Buy	33,851 +10	+0%	+$274	0.12%	89
2024 Q4	$943K	Buy	33,841 +9	+0%	+$246	0.14%	74
2024 Q3	$881K	Sell	33,832 -3,556	-10%	-$89.5K	0.13%	80
2024 Q2	$943K	Sell	37,388 -176	-0.5%	-$4.15K	0.15%	84
2024 Q1	$871K	Buy	37,564 +6,048	+19%	+$134K	0.16%	72
2023 Q4	$654K	Buy	31,516 +5,136	+19%	+$99.3K	0.12%	114
2023 Q3	$480K	Buy	26,380 +8,316	+46%	+$157K	0.15%	110
2023 Q2	$338K	Buy	+18,064	New	+$310K	0.1%	111

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

Cynosure Group's SCHG Position: Q2 2026 in Review

Cynosure Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 40,932 shares — an estimated $1.19M sold.

Cynosure Group first reported a position in SCHG in Q2 2023 and held it in 12 quarters. The position peaked at $1.71M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cynosure Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 40,932 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.19M.
Cynosure Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 12 quarters.
Cynosure Group's Schwab US Large-Cap Growth ETF position peaked at $1.71M in Q4 2025.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.