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Essex Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Essex Financial Services’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 		$217K Buy
+6,416
New +$213K 0.01% 771
2026
Q1 		– Sell
-7,108
Closed -$232K – 825
2025
Q4 		$232K Buy
+7,108
New +$231K 0.01% 700

Other funds holding SCHG

Charles Schwab
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Essex Financial Services's SCHG Position: Q2 2026 in Review

Essex Financial Services opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,416 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in SCHG as recently as Q4 2025.

Essex Financial Services first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Essex Financial Services held 6,416 shares of Schwab US Large-Cap Growth ETF worth $217K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Essex Financial Services position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #771 holding.
  • Essex Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Essex Financial Services's Schwab US Large-Cap Growth ETF position peaked at $232K in Q4 2025.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.