Global Endowment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Global Endowment 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	$496K	Sell	14,654 -3,714	-20%	-$123K	0.05%	64
2026 Q1	$535K	Sell	18,368 -7,732	-30%	-$240K	0.06%	73
2025 Q4	$851K	Sell	26,100 -1,118	-4%	-$36.4K	0.11%	63
2025 Q3	$869K	Sell	27,218 -42	-0.2%	-$1.28K	0.11%	58
2025 Q2	$796K	Buy	+27,260	New	+$721K	0.11%	57

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

Global Endowment Management's SCHG Position: Q2 2026 in Review

Global Endowment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q2 2026, selling an estimated $123K and leaving 14,654 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #64.

Global Endowment Management first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $869K in Q3 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Global Endowment Management held 14,654 shares of Schwab US Large-Cap Growth ETF worth $496K as of Q2 2026.
Global Endowment Management sold 3,714 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $123K.
Schwab US Large-Cap Growth ETF made up 0.05% of Global Endowment Management's portfolio in Q2 2026, its #64 holding.
Global Endowment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Global Endowment Management's Schwab US Large-Cap Growth ETF position peaked at $869K in Q3 2025.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.