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

Gen-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	$2.92K	Buy	86 +13	+18%	+$431	﹤0.01%	622
2026 Q1	$2.14K	Sell	73 -179	-71%	-$5.56K	﹤0.01%	638
2025 Q4	$8.22K	Buy	252 +3	+1%	+$98	﹤0.01%	534
2025 Q3	$7.96K	Buy	249 +23	+10%	+$701	﹤0.01%	529
2025 Q2	$6.59K	Buy	226 +24	+12%	+$635	﹤0.01%	493
2025 Q1	$5.06K	Sell	202 -190	-48%	-$5.2K	﹤0.01%	495
2024 Q4	$10.9K	Sell	392 -988	-72%	-$27K	﹤0.01%	462
2024 Q3	$9.21K	Buy	1,380 +1,088	+373%	+$27.4K	﹤0.01%	503
2024 Q2	$7.36K	Buy	292 +40	+16%	+$944	﹤0.01%	492
2024 Q1	$5.87K	Buy	+252	New	+$5.57K	﹤0.01%	489

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

Gen-Wealth Partners's SCHG Position: Q2 2026 in Review

Gen-Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q2 2026, buying an estimated $431 and bringing the position to 86 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Gen-Wealth Partners first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.9K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Gen-Wealth Partners held 86 shares of Schwab US Large-Cap Growth ETF worth $2.92K as of Q2 2026.
Gen-Wealth Partners bought 13 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $431.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #622 holding.
Gen-Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $10.9K in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.