Diversify Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Diversify Wealth Management’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	Sell	227,100 -2,093	-0.9%	-$69.4K	0.13%	168
2026 Q1	$7.49M	Buy	229,193 +58,396	+34%	+$1.82M	0.13%	168
2025 Q4	$5.6M	Buy	170,797 +1,758	+1%	+$57.2K	0.26%	102
2025 Q3	$5.67M	Sell	169,039 -359	-0.2%	-$10.9K	0.33%	84
2025 Q2	$5.2M	Buy	169,398 +5,112	+3%	+$135K	0.32%	81
2025 Q1	$4.17M	Buy	164,286 +11,145	+7%	+$305K	0.31%	92
2024 Q4	$4.24M	Sell	153,141 -446,023	-74%	-$12.2M	0.33%	75
2024 Q3	$3.94M	Buy	599,164 +585,992	+4,449%	+$14.7M	0.38%	69
2024 Q2	$305K	Buy	+13,172	New	+$311K	0.04%	356

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 Wealth Management's SCHG Position: Q2 2026 in Review

Diversify Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.91% in Q2 2026, selling an estimated $69.4K and leaving 227,100 shares worth $7.63M. The position accounts for 0.13% of the portfolio, ranked #168.

Diversify Wealth Management first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Diversify Wealth Management held 227,100 shares of Schwab US Large-Cap Growth ETF worth $7.63M as of Q2 2026.
Diversify Wealth Management sold 2,093 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $69.4K.
Schwab US Large-Cap Growth ETF made up 0.13% of Diversify Wealth Management's portfolio in Q2 2026, its #168 holding.
Diversify Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.