Evolution Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Evolution Advisers’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	$392K	Hold	11,589	–	–	0.14%	38
2026 Q1	$337K	Buy	11,589 +8,971	+343%	+$279K	0.14%	37
2025 Q4	$85K	Hold	2,618	–	–	0.04%	66
2025 Q3	$84K	Sell	2,618 -414	-14%	-$12.6K	0.04%	69
2025 Q2	$88K	Hold	3,032	–	–	0.04%	67
2025 Q1	$75K	Hold	3,032	–	–	0.04%	72
2024 Q4	$84K	Sell	3,032 -688	-18%	-$18.8K	0.05%	70
2024 Q3	$96K	Buy	3,720 +200	+6%	+$5.03K	0.05%	63
2024 Q2	$88K	Sell	3,520 -912	-21%	-$21.5K	0.05%	64
2024 Q1	$103K	Sell	4,432 -544	-11%	-$12K	0.06%	57
2023 Q4	$102K	Hold	4,976	–	–	0.07%	53
2023 Q3	$90K	Hold	4,976	–	–	0.07%	49
2023 Q2	$93K	Hold	4,976	–	–	0.07%	51
2023 Q1	$81K	Hold	4,976	–	–	0.06%	50
2022 Q4	$69K	Hold	4,976	–	–	0.05%	56
2022 Q3	$69K	Sell	4,976 -7,120	-59%	-$112K	0.06%	50
2022 Q2	$177K	Buy	12,096 +3,252	+37%	+$52K	0.14%	35
2022 Q1	$165K	Buy	+8,844	New	+$161K	0.12%	38

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

Evolution Advisers's SCHG Position: Q2 2026 in Review

Evolution Advisers held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 11,589 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #38.

Evolution Advisers first reported a position in SCHG in Q1 2022 and has held it in 18 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Evolution Advisers held 11,589 shares of Schwab US Large-Cap Growth ETF worth $392K as of Q2 2026.
Evolution Advisers left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.14% of Evolution Advisers's portfolio in Q2 2026, its #38 holding.
Evolution Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.