GDS Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GDS Wealth 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	$337K	Buy	+9,965	New	+$330K	0.02%	176
2023 Q2	–	Sell	-22,228	Closed	-$362K	–	124
2023 Q1	$362K	Hold	22,228	–	–	0.06%	88
2022 Q4	$309K	Hold	22,228	–	–	0.06%	96
2022 Q3	$310K	Hold	22,228	–	–	0.07%	89
2022 Q2	$322K	Buy	+22,228	New	+$355K	0.07%	89

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

GDS Wealth Management's SCHG Position: Q2 2026 in Review

GDS Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 9,965 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: GDS Wealth Management previously reported a position in SCHG as recently as Q1 2023.

GDS Wealth Management first reported a position in SCHG in Q2 2022 and has held it in 5 quarters since. The position peaked at $362K in Q1 2023. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

GDS Wealth Management held 9,965 shares of Schwab US Large-Cap Growth ETF worth $337K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new GDS Wealth Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #176 holding.
GDS Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 5 quarters since.
GDS Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $362K in Q1 2023.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.