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

Gateway Wealth Partners’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 		$467K Sell
13,793
-1,564
-10% -$51.8K 0.03% 483
2026
Q1 		$447K Buy
+15,357
New +$477K 0.02% 597

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Financial Engines Advisors
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LPL Financial
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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

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

Gateway Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, selling an estimated $51.8K and leaving 13,793 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #483.

Gateway Wealth Partners first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Gateway Wealth Partners held 13,793 shares of Schwab US Large-Cap Growth ETF worth $467K as of Q2 2026.
  • Gateway Wealth Partners sold 1,564 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $51.8K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #483 holding.
  • Gateway Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.