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

Diversify 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	$7.63M	Buy	227,100 +216,655	+2,074%	+$7.18M	0.13%	168
2026 Q1	$342K	Sell	10,445 -115,953	-92%	-$3.6M	0.05%	152
2025 Q4	$4.09M	Buy	126,398 +14,046	+13%	+$457K	0.13%	126
2025 Q3	$3.77M	Buy	112,352 +30,911	+38%	+$942K	0.13%	125
2025 Q2	$2.5M	Sell	81,441 -332	-0.4%	-$8.78K	0.1%	158
2025 Q1	$2.08M	Sell	81,773 -13,609	-14%	-$373K	0.13%	119
2024 Q4	$2.64M	Sell	95,382 -287,414	-75%	-$7.86M	0.15%	105
2024 Q3	$2.55M	Buy	382,796 +309,172	+420%	+$7.78M	0.14%	132
2024 Q2	$1.93M	Sell	73,624 -760	-1%	-$17.9K	0.11%	161
2024 Q1	$1.73M	Buy	+74,384	New	+$1.65M	0.1%	170

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

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

Diversify Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2,074% in Q2 2026, buying an estimated $7.18M and bringing the position to 227,100 shares worth $7.63M. The position accounts for 0.13% of the portfolio, ranked #168.

Diversify Advisory Services first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Diversify Advisory Services held 227,100 shares of Schwab US Large-Cap Growth ETF worth $7.63M as of Q2 2026.
Diversify Advisory Services bought 216,655 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.18M.
Schwab US Large-Cap Growth ETF made up 0.13% of Diversify Advisory Services's portfolio in Q2 2026, its #168 holding.
Diversify Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.