EP Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.8M | Buy |
1,059,219
+350,997
| +50% | +$11.6M | 0.14% | 124 |
|
|
2026
Q1 | $20.6M | Sell |
708,222
-5,778
| -0.8% | -$180K | 0.1% | 133 |
|
|
2025
Q4 | $23.3M | Buy |
+714,000
| New | +$23.2M | 0.12% | 116 |
|
|
2025
Q2 | $21.5M | Buy |
736,753
+368,495
| +100% | +$9.74M | 0.14% | 120 |
|
|
2025
Q1 | $9.22M | Sell |
368,258
-40,186
| -10% | -$1.1M | 0.07% | 156 |
|
|
2024
Q4 | $11.4M | Buy |
408,444
+71,872
| +21% | +$1.97M | 0.09% | 133 |
|
|
2024
Q3 | $8.77M | Buy |
336,572
+19,868
| +6% | +$500K | 0.08% | 162 |
|
|
2024
Q2 | $7.98M | Buy |
316,704
+13,144
| +4% | +$310K | 0.08% | 139 |
|
|
2024
Q1 | $7.04M | Sell |
303,560
-23,620
| -7% | -$522K | 0.08% | 140 |
|
|
2023
Q4 | $6.79M | Buy |
327,180
+31,784
| +11% | +$615K | 0.09% | 136 |
|
|
2023
Q3 | $5.37M | Buy |
295,396
+282,816
| +2,248% | +$5.32M | 0.08% | 138 |
|
|
2023
Q2 | $6.05M | Sell |
12,580
-520,212
| -98% | -$8.92M | 0.09% | 131 |
|
|
2023
Q1 | $4.64M | Buy |
532,792
+256,316
| +93% | +$3.89M | 0.08% | 142 |
|
|
2022
Q4 | $3.84M | Sell |
276,476
-43,992
| -14% | -$632K | 0.07% | 150 |
|
|
2022
Q3 | $4.47M | Buy |
320,468
+115,192
| +56% | +$1.8M | 0.1% | 121 |
|
|
2022
Q2 | $2.98M | Buy |
205,276
+4,672
| +2% | +$74.7K | 0.07% | 156 |
|
|
2022
Q1 | $3.75M | Sell |
200,604
-26,244
| -12% | -$479K | 0.08% | 140 |
|
|
2021
Q4 | $4.64M | Sell |
226,848
-10,752
| -5% | -$215K | 0.11% | 109 |
|
|
2021
Q3 | $4.4M | Sell |
237,600
-3,016
| -1% | -$57.5K | 0.12% | 96 |
|
|
2021
Q2 | $4.39M | Sell |
240,616
-1,464
| -0.6% | -$25.3K | 0.12% | 109 |
|
|
2021
Q1 | $3.93M | Sell |
242,080
-52,392
| -18% | -$853K | 0.12% | 110 |
|
|
2020
Q4 | $4.73M | Sell |
294,472
-259,272
| -47% | -$3.93M | 0.17% | 77 |
|
|
2020
Q3 | $7.97M | Sell |
553,744
-264,912
| -32% | -$3.69M | 0.34% | 51 |
|
|
2020
Q2 | $10.4M | Sell |
818,656
-11,640
| -1% | -$136K | 0.44% | 49 |
|
|
2020
Q1 | $8.27M | Buy |
830,296
+91,704
| +12% | +$1.05M | 0.4% | 49 |
|
|
2019
Q4 | $8.58M | Buy |
738,592
+624,848
| +549% | +$6.89M | 0.35% | 55 |
|
|
2019
Q3 | $1.19M | Sell |
113,744
-1,000
| -0.9% | -$10.5K | 0.06% | 136 |
|
|
2019
Q2 | $1.19M | Buy |
114,744
+24,184
| +27% | +$246K | 0.07% | 113 |
|
|
2019
Q1 | $899K | Sell |
90,560
-1,224
| -1% | -$11.6K | 0.09% | 120 |
|
|
2018
Q4 | $791K | Buy |
91,784
+29,160
| +47% | +$272K | 0.06% | 139 |
|
|
2018
Q3 | $642K | Buy |
+62,624
| New | +$624K | 0.05% | 159 |
|
|
2016
Q1 | – | Sell |
-38,400
| Closed | -$254K | – | 160 |
|
|
2015
Q4 | $254K | Buy |
+38,400
| New | +$256K | 0.04% | 122 |
|
|
2014
Q1 | – | Sell |
-84,080
| Closed | -$475K | – | 130 |
|
|
2013
Q4 | $475K | Buy |
+84,080
| New | +$455K | 0.12% | 73 |
|
Other funds holding SCHG
VIA
EP Wealth Advisors's SCHG Position: Q2 2026 in Review
EP Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 50% in Q2 2026, buying an estimated $11.6M and bringing the position to 1,059,219 shares worth $35.8M. The position accounts for 0.14% of the portfolio, ranked #124.
EP Wealth Advisors first reported a position in SCHG in Q4 2013 and has held it in 33 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- EP Wealth Advisors held 1,059,219 shares of Schwab US Large-Cap Growth ETF worth $35.8M as of Q2 2026.
- EP Wealth Advisors bought 350,997 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.6M.
- Schwab US Large-Cap Growth ETF made up 0.14% of EP Wealth Advisors's portfolio in Q2 2026, its #124 holding.
- EP Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 and has held it in 33 quarters since.
- 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.