Everstar Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Everstar Asset Management’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	$570K	Buy	16,848 +1	+0%	+$33	0.28%	106
2026 Q1	$491K	Buy	16,847 +2	+0%	+$62	0.26%	115
2025 Q4	$550K	Buy	16,845 +1	+0%	+$33	0.29%	100
2025 Q3	$538K	Sell	16,844 -295	-2%	-$8.99K	0.3%	108
2025 Q2	$501K	Sell	17,139 -988	-5%	-$26.1K	0.31%	105
2025 Q1	$454K	Sell	18,127 -13,015	-42%	-$356K	0.3%	106
2024 Q4	$868K	Sell	31,142 -8,958	-22%	-$245K	0.61%	43
2024 Q3	$1.04M	Buy	+40,100	New	+$1.01M	0.72%	39

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

Everstar Asset Management's SCHG Position: Q2 2026 in Review

Everstar Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q2 2026, buying an estimated $33 and bringing the position to 16,848 shares worth $570K. The position accounts for 0.28% of the portfolio, ranked #106.

Everstar Asset Management first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Everstar Asset Management held 16,848 shares of Schwab US Large-Cap Growth ETF worth $570K as of Q2 2026.
Everstar Asset Management bought 1 Schwab US Large-Cap Growth ETF share in Q2 2026, an estimated $33.
Schwab US Large-Cap Growth ETF made up 0.28% of Everstar Asset Management's portfolio in Q2 2026, its #106 holding.
Everstar Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Schwab US Large-Cap Growth ETF position peaked at $1.04M in Q3 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.