Envestnet Portfolio Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Envestnet Portfolio Solutions’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	$53.2M	Sell	1,573,141 -155,739	-9%	-$5.16M	0.26%	66
2026 Q1	$50.4M	Sell	1,728,880 -223,144	-11%	-$6.94M	0.28%	61
2025 Q4	$63.7M	Buy	1,952,024 +192,666	+11%	+$6.27M	0.22%	66
2025 Q3	$56.1M	Buy	1,759,358 +155,879	+10%	+$4.75M	0.21%	69
2025 Q2	$46.8M	Sell	1,603,479 -192,641	-11%	-$5.09M	0.17%	70
2025 Q1	$45M	Sell	1,796,120 -972,198	-35%	-$26.6M	0.17%	73
2024 Q4	$77.2M	Buy	2,768,318 +40,894	+1%	+$1.12M	0.25%	58
2024 Q3	$71M	Sell	2,727,424 -116,616	-4%	-$2.93M	0.23%	57
2024 Q2	$71.7M	Sell	2,844,040 -5,560	-0.2%	-$131K	0.25%	58
2024 Q1	$66.1M	Buy	2,849,600 +739,668	+35%	+$16.4M	0.25%	56
2023 Q4	$43.8M	Buy	2,109,932 +796,608	+61%	+$15.4M	0.18%	73
2023 Q3	$23.9M	Buy	+1,313,324	New	+$24.7M	0.11%	100

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

Envestnet Portfolio Solutions's SCHG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9% in Q2 2026, selling an estimated $5.16M and leaving 1,573,141 shares worth $53.2M. The position accounts for 0.26% of the portfolio, ranked #66.

Envestnet Portfolio Solutions first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $77.2M in Q4 2024. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Envestnet Portfolio Solutions held 1,573,141 shares of Schwab US Large-Cap Growth ETF worth $53.2M as of Q2 2026.
Envestnet Portfolio Solutions sold 155,739 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.16M.
Schwab US Large-Cap Growth ETF made up 0.26% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #66 holding.
Envestnet Portfolio Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Schwab US Large-Cap Growth ETF position peaked at $77.2M in Q4 2024.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.