Glenview Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Glenview Trust’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	$317K	Hold	9,368	–	–	﹤0.01%	437
2026 Q1	$273K	Hold	9,368	–	–	﹤0.01%	442
2025 Q4	$306K	Sell	9,368 -150	-2%	-$4.88K	﹤0.01%	429
2025 Q3	$304K	Hold	9,518	–	–	﹤0.01%	432
2025 Q2	$278K	Sell	9,518 -144	-1%	-$3.81K	﹤0.01%	443
2025 Q1	$242K	Buy	9,662 +1,890	+24%	+$51.8K	﹤0.01%	441
2024 Q4	$217K	Sell	7,772 -9,952	-56%	-$272K	﹤0.01%	459
2024 Q3	$462K	Hold	17,724	–	–	0.01%	368
2024 Q2	$447K	Hold	17,724	–	–	0.01%	366
2024 Q1	$411K	Sell	17,724 -368	-2%	-$8.14K	0.01%	368
2023 Q4	$375K	Buy	+18,092	New	+$350K	0.01%	376

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

Glenview Trust's SCHG Position: Q2 2026 in Review

Glenview Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 9,368 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Glenview Trust first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $462K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Glenview Trust held 9,368 shares of Schwab US Large-Cap Growth ETF worth $317K as of Q2 2026.
Glenview Trust left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #437 holding.
Glenview Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Glenview Trust's Schwab US Large-Cap Growth ETF position peaked at $462K in Q3 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.