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EverSource Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

EverSource Wealth Advisors’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 		$1.37M Sell
40,431
-9,329
-19% -$309K 0.05% 290
2026
Q1 		$1.45M Sell
49,760
-6,342
-11% -$197K 0.04% 292
2025
Q4 		$1.83M Sell
56,102
-19,029
-25% -$619K 0.07% 204
2025
Q3 		$2.4M Buy
75,131
+56,086
+294% +$1.71M 0.09% 155
2025
Q2 		$556K Buy
19,045
+9,199
+93% +$243K 0.03% 411
2025
Q1 		$247K Buy
9,846
+9,370
+1,968% +$257K 0.01% 584
2024
Q4 		$13.3K Sell
476
-32
-6% -$875 ﹤0.01% 1859
2024
Q3 		$13.2K Sell
508
-64
-11% -$1.61K ﹤0.01% 1712
2024
Q2 		$14.3K Hold
572
– – ﹤0.01% 1673
2024
Q1 		$12.7K Sell
572
-220
-28% -$4.87K ﹤0.01% 1578
2023
Q4 		$16.4K Sell
792
-936
-54% -$18.1K ﹤0.01% 1326
2023
Q3 		$31.4K Buy
1,728
+384
+29% +$7.23K ﹤0.01% 967
2023
Q2 		$25.2K Buy
1,344
+764
+132% +$13.1K ﹤0.01% 1060
2023
Q1 		$9.46K Buy
580
+288
+99% +$4.37K ﹤0.01% 1389
2022
Q4 		$4.06K Hold
292
– – ﹤0.01% 1686
2022
Q3 		$4K Buy
292
+276
+1,725% +$4.32K ﹤0.01% 1471
2022
Q2 		$0 Hold
16
– – ﹤0.01% 1866
2022
Q1 		$0 Hold
16
– – ﹤0.01% 1827
2021
Q4 		$0 Buy
+16
New +$320 ﹤0.01% 1776

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EverSource Wealth Advisors's SCHG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, selling an estimated $309K and leaving 40,431 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #290.

EverSource Wealth Advisors first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.4M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • EverSource Wealth Advisors held 40,431 shares of Schwab US Large-Cap Growth ETF worth $1.37M as of Q2 2026.
  • EverSource Wealth Advisors sold 9,329 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $309K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • EverSource Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.4M in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.