Daymark Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Daymark Wealth Partners’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	$280K	Buy	+8,270	New	+$274K	0.01%	653
2025 Q4	–	Sell	-8,322	Closed	-$266K	–	624
2025 Q3	$266K	Buy	8,322 +200	+2%	+$6.09K	0.01%	515
2025 Q2	$237K	Buy	8,122 +63	+0.8%	+$1.67K	0.01%	502
2025 Q1	$202K	Buy	+8,059	New	+$221K	0.01%	491

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Daymark Wealth Partners's SCHG Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 8,270 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in SCHG as recently as Q3 2025.

Daymark Wealth Partners first reported a position in SCHG in Q1 2025 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Daymark Wealth Partners held 8,270 shares of Schwab US Large-Cap Growth ETF worth $280K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Daymark Wealth Partners position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #653 holding.
Daymark Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.