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Diversified Portfolios Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Diversified Portfolios Inc’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
-12,581
Closed -$366K – 203
2026
Q1 		$366K Sell
12,581
-885
-7% -$27.5K 0.03% 143
2025
Q4 		$439K Sell
13,466
-3,187
-19% -$104K 0.04% 136
2025
Q3 		$531K Sell
16,653
-985
-6% -$30K 0.05% 118
2025
Q2 		$515K Sell
17,638
-2,184
-11% -$57.7K 0.05% 116
2025
Q1 		$496K Sell
19,822
-4,010
-17% -$110K 0.05% 107
2024
Q4 		$664K Buy
+23,832
New +$652K 0.07% 100

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

Diversified Portfolios Inc's SCHG Position: Q2 2026 in Review

Diversified Portfolios Inc sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 12,581 shares — an estimated $366K sold.

Diversified Portfolios Inc first reported a position in SCHG in Q4 2024 and held it in 6 quarters. The position peaked at $664K in Q4 2024. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Diversified Portfolios Inc reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 12,581 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $366K.
  • Diversified Portfolios Inc first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • Diversified Portfolios Inc's Schwab US Large-Cap Growth ETF position peaked at $664K in Q4 2024.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.