Focus Partners Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Focus Partners Wealth’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	$231M	Sell	6,836,103 -5,311,852	-44%	-$176M	0.24%	92
2026 Q1	$354M	Buy	12,147,955 +5,545,704	+84%	+$172M	0.39%	54
2025 Q4	$215M	Buy	6,602,251 +5,728,214	+655%	+$186M	0.25%	84
2025 Q3	$27.9M	Sell	874,037 -18,646	-2%	-$568K	0.05%	327
2025 Q2	$26.1M	Buy	892,683 +94,157	+12%	+$2.49M	0.06%	300
2025 Q1	$20M	Buy	798,526 +36,931	+5%	+$1.01M	0.05%	327
2024 Q4	$21.2M	Sell	761,595 -6,877	-0.9%	-$188K	0.06%	308
2024 Q3	$20M	Buy	768,472 +33,976	+5%	+$855K	0.06%	284
2024 Q2	$18.5M	Buy	734,496 +632,188	+618%	+$14.9M	0.06%	261
2024 Q1	$2.37M	Sell	102,308 -7,428	-7%	-$164K	0.02%	450
2023 Q4	$2.28M	Buy	+109,736	New	+$2.12M	0.03%	334

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

Focus Partners Wealth's SCHG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 44% in Q2 2026, selling an estimated $176M and leaving 6,836,103 shares worth $231M. The position accounts for 0.24% of the portfolio, ranked #92.

Focus Partners Wealth first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $354M in Q1 2026. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Focus Partners Wealth held 6,836,103 shares of Schwab US Large-Cap Growth ETF worth $231M as of Q2 2026.
Focus Partners Wealth sold 5,311,852 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $176M.
Schwab US Large-Cap Growth ETF made up 0.24% of Focus Partners Wealth's portfolio in Q2 2026, its #92 holding.
Focus Partners Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Schwab US Large-Cap Growth ETF position peaked at $354M in Q1 2026.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.