D.J. St. Germain’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

D.J. St. Germain’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	$102K	Buy	3,013 +1	+0%	+$33	﹤0.01%	371
2026 Q1	$87.8K	Buy	3,012 +1	+0%	+$31	﹤0.01%	381
2025 Q4	$98.2K	Sell	3,011 -265	-8%	-$8.62K	﹤0.01%	403
2025 Q3	$105K	Buy	3,276 +2,461	+302%	+$75K	﹤0.01%	386
2025 Q2	$23.8K	Buy	+815	New	+$21.5K	﹤0.01%	556
2025 Q1	–	Sell	-813	Closed	-$22.7K	–	893
2024 Q4	$22.7K	Buy	813 +1	+0.1%	+$27	﹤0.01%	510
2024 Q3	$21.2K	Sell	812 -280	-26%	-$7.05K	﹤0.01%	467
2024 Q2	$27.5K	Hold	1,092	–	–	﹤0.01%	431
2024 Q1	$25.3K	Hold	1,092	–	–	﹤0.01%	456
2023 Q4	$22.6K	Buy	1,092 +4	+0.4%	+$77	﹤0.01%	466
2023 Q3	$19.8K	Buy	1,088 +808	+289%	+$15.2K	﹤0.01%	464
2023 Q2	$5.25K	Buy	+280	New	+$4.8K	﹤0.01%	585

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

D.J. St. Germain's SCHG Position: Q2 2026 in Review

D.J. St. Germain increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, buying an estimated $33 and bringing the position to 3,013 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

D.J. St. Germain first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $105K in Q3 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

D.J. St. Germain held 3,013 shares of Schwab US Large-Cap Growth ETF worth $102K as of Q2 2026.
D.J. St. Germain bought 1 Schwab US Large-Cap Growth ETF share in Q2 2026, an estimated $33.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #371 holding.
D.J. St. Germain first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
D.J. St. Germain's Schwab US Large-Cap Growth ETF position peaked at $105K in Q3 2025.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.