D'Orazio & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

D'Orazio & Associates’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	$560K	Hold	16,556	–	–	0.06%	122
2026 Q1	$482K	Sell	16,556 -1,866	-10%	-$58K	0.06%	120
2025 Q4	$601K	Buy	18,422 +645	+4%	+$21K	0.08%	103
2025 Q3	$567K	Hold	17,777	–	–	0.07%	99
2025 Q2	$519K	Buy	+17,777	New	+$470K	0.07%	103
2016 Q3	–	Sell	-808	Closed	–	–	301
2016 Q2	$0	Buy	+808	New	+$5.31K	﹤0.01%	320
2016 Q1	–	Sell	-808	Closed	-$5K	–	316
2015 Q4	$5K	Buy	+808	New	+$5.39K	﹤0.01%	215

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

D'Orazio & Associates's SCHG Position: Q2 2026 in Review

D'Orazio & Associates held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 16,556 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #122.

D'Orazio & Associates first reported a position in SCHG in Q4 2015 and has held it in 7 quarters since. The position peaked at $601K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

D'Orazio & Associates held 16,556 shares of Schwab US Large-Cap Growth ETF worth $560K as of Q2 2026.
D'Orazio & Associates left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.06% of D'Orazio & Associates's portfolio in Q2 2026, its #122 holding.
D'Orazio & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 7 quarters since.
D'Orazio & Associates's Schwab US Large-Cap Growth ETF position peaked at $601K in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.