Empowered Funds’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Empowered Funds’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	$1.65M	Sell	48,708 -160	-0.3%	-$5.3K	0.01%	1280
2026 Q1	$1.42M	Buy	+48,868	New	+$1.52M	0.01%	1263
2025 Q1	–	Sell	-19,996	Closed	-$557K	–	1771
2024 Q4	$557K	Buy	+19,996	New	+$547K	0.01%	1146
2024 Q1	–	Sell	-372,908	Closed	-$7.73M	–	1435
2023 Q4	$7.73M	Buy	+372,908	New	+$7.21M	0.19%	114
2022 Q1	–	Sell	-361,624	Closed	-$7.4M	–	291
2021 Q4	$7.4M	Sell	361,624 -355,432	-50%	-$7.1M	0.83%	24
2021 Q3	$13.3M	Sell	717,056 -4,944	-0.7%	-$94.2K	1.7%	11
2021 Q2	$13.2M	Buy	+722,000	New	+$12.5M	1.67%	15
2020 Q3	–	Sell	-418,216	Closed	-$5.31M	–	149
2020 Q2	$5.31M	Buy	+418,216	New	+$4.88M	2.05%	7

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

Empowered Funds's SCHG Position: Q2 2026 in Review

Empowered Funds reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.33% in Q2 2026, selling an estimated $5.3K and leaving 48,708 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1280.

Empowered Funds first reported a position in SCHG in Q2 2020 and has held it in 8 quarters since. The position peaked at $13.3M in Q3 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Empowered Funds held 48,708 shares of Schwab US Large-Cap Growth ETF worth $1.65M as of Q2 2026.
Empowered Funds sold 160 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.3K.
Schwab US Large-Cap Growth ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1280 holding.
Empowered Funds first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 8 quarters since.
Empowered Funds's Schwab US Large-Cap Growth ETF position peaked at $13.3M in Q3 2021.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.