Equita Financial Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Equita Financial Network’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	$231K	Sell	6,820 -1,591	-19%	-$52.7K	0.06%	89
2026 Q1	$245K	Sell	8,411 -54	-0.6%	-$1.68K	0.08%	76
2025 Q4	$276K	Sell	8,465 -202	-2%	-$6.57K	0.08%	85
2025 Q3	$277K	Sell	8,667 -1,141	-12%	-$34.8K	0.09%	78
2025 Q2	$286K	Sell	9,808 -907	-8%	-$24K	0.11%	66
2025 Q1	$268K	Sell	10,715 -14	-0.1%	-$383	0.09%	75
2024 Q4	$299K	Sell	10,729 -1,743	-14%	-$47.7K	0.11%	68
2024 Q3	$325K	Sell	12,472 -21,520	-63%	-$542K	0.12%	63
2024 Q2	$857K	Buy	+33,992	New	+$802K	0.36%	41

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

Equita Financial Network's SCHG Position: Q2 2026 in Review

Equita Financial Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, selling an estimated $52.7K and leaving 6,820 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #89.

Equita Financial Network first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $857K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Equita Financial Network held 6,820 shares of Schwab US Large-Cap Growth ETF worth $231K as of Q2 2026.
Equita Financial Network sold 1,591 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $52.7K.
Schwab US Large-Cap Growth ETF made up 0.06% of Equita Financial Network's portfolio in Q2 2026, its #89 holding.
Equita Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Equita Financial Network's Schwab US Large-Cap Growth ETF position peaked at $857K in Q2 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.