Genesee Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Genesee Capital Advisors’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	$17.7M	Buy	523,577 +471,154	+899%	+$15.6M	5.58%	4
2026 Q1	$1.53M	Buy	52,423 +86	+0.2%	+$2.67K	0.64%	38
2025 Q4	$1.71M	Buy	52,337 +27,916	+114%	+$908K	0.69%	39
2025 Q3	$779K	Sell	24,421 -1,984	-8%	-$60.5K	0.34%	63
2025 Q2	$771K	Buy	26,405 +25	+0.1%	+$661	0.35%	67
2025 Q1	$661K	Buy	26,380 +30	+0.1%	+$822	0.33%	71
2024 Q4	$734K	Buy	+26,350	New	+$721K	0.34%	66
2020 Q2	–	Sell	-81,128	Closed	-$807K	–	85
2020 Q1	$807K	Sell	81,128 -20,632	-20%	-$235K	0.77%	42
2019 Q4	$1.18M	Buy	101,760 +2,272	+2%	+$25K	1.01%	32
2019 Q3	$1.04M	Buy	99,488 +3,192	+3%	+$33.6K	0.97%	34
2019 Q2	$1M	Buy	96,296 +95,048	+7,616%	+$966K	1.01%	32
2019 Q1	$12K	Buy	+1,248	New	+$11.8K	0.01%	94

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

Genesee Capital Advisors's SCHG Position: Q2 2026 in Review

Genesee Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 899% in Q2 2026, buying an estimated $15.6M and bringing the position to 523,577 shares worth $17.7M. The position accounts for 5.58% of the portfolio, ranked #4.

Genesee Capital Advisors first reported a position in SCHG in Q1 2019 and has held it in 12 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Genesee Capital Advisors held 523,577 shares of Schwab US Large-Cap Growth ETF worth $17.7M as of Q2 2026.
Genesee Capital Advisors bought 471,154 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.6M.
Schwab US Large-Cap Growth ETF made up 5.58% of Genesee Capital Advisors's portfolio in Q2 2026, its #4 holding.
Genesee Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 12 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.