Equitable Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Equitable Trust’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	$245K	Buy	7,239 +275	+4%	+$9.11K	0.01%	426
2026 Q1	$203K	Buy	+6,964	New	+$216K	0.01%	456
2024 Q3	–	Sell	-10,528	Closed	-$265K	–	453
2024 Q2	$265K	Hold	10,528	–	–	0.02%	400
2024 Q1	$244K	Hold	10,528	–	–	0.02%	397
2023 Q4	$218K	Buy	+10,528	New	+$204K	0.02%	387
2022 Q1	–	Sell	-10,528	Closed	-$215K	–	411
2021 Q4	$215K	Buy	+10,528	New	+$210K	0.01%	357

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

Equitable Trust's SCHG Position: Q2 2026 in Review

Equitable Trust increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.9% in Q2 2026, buying an estimated $9.11K and bringing the position to 7,239 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #426.

Equitable Trust first reported a position in SCHG in Q4 2021 and has held it in 6 quarters since. The position peaked at $265K in Q2 2024. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Equitable Trust held 7,239 shares of Schwab US Large-Cap Growth ETF worth $245K as of Q2 2026.
Equitable Trust bought 275 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.11K.
Schwab US Large-Cap Growth ETF made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #426 holding.
Equitable Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
Equitable Trust's Schwab US Large-Cap Growth ETF position peaked at $265K in Q2 2024.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.