Daybright Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Daybright Advisory Services’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	$6.76M	Sell	197,883 -9,814	-5%	-$325K	1.61%	15
2026 Q1	$6.05M	Buy	207,697 +1,055	+0.5%	+$32.8K	1.67%	14
2025 Q4	$6.74M	Buy	+206,642	New	+$6.72M	1.8%	13

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

Daybright Advisory Services's SCHG Position: Q2 2026 in Review

Daybright Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q2 2026, selling an estimated $325K and leaving 197,883 shares worth $6.76M. The position accounts for 1.61% of the portfolio, ranked #15.

Daybright Advisory Services first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Daybright Advisory Services held 197,883 shares of Schwab US Large-Cap Growth ETF worth $6.76M as of Q2 2026.
Daybright Advisory Services sold 9,814 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $325K.
Schwab US Large-Cap Growth ETF made up 1.61% of Daybright Advisory Services's portfolio in Q2 2026, its #15 holding.
Daybright Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.