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

Goldstein 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	$1.25M	Buy	36,844 +9,055	+33%	+$300K	0.11%	75
2026 Q1	$809K	Buy	27,789 +125	+0.5%	+$3.89K	0.09%	76
2025 Q4	$902K	Buy	27,664 +445	+2%	+$14.5K	0.1%	72
2025 Q3	$869K	Hold	27,219	–	–	0.11%	73
2025 Q2	$795K	Sell	27,219 -189	-0.7%	-$5K	0.11%	66
2025 Q1	$686K	Buy	27,408 +446	+2%	+$12.2K	0.1%	73
2024 Q4	$751K	Sell	26,962 -854	-3%	-$23.4K	0.11%	71
2024 Q3	$724K	Sell	27,816 -400	-1%	-$10.1K	0.11%	69
2024 Q2	$711K	Buy	28,216 +400	+1%	+$9.44K	0.12%	63
2024 Q1	$645K	Buy	27,816 +128	+0.5%	+$2.83K	0.11%	65
2023 Q4	$574K	Hold	27,688	–	–	0.1%	94
2023 Q3	$503K	Hold	27,688	–	–	0.11%	71
2023 Q2	$519K	Hold	27,688	–	–	0.11%	73
2023 Q1	$451K	Hold	27,688	–	–	0.1%	78
2022 Q4	$385K	Buy	+27,688	New	+$398K	0.09%	87

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

Goldstein Advisors's SCHG Position: Q2 2026 in Review

Goldstein Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 33% in Q2 2026, buying an estimated $300K and bringing the position to 36,844 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #75.

Goldstein Advisors first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Goldstein Advisors held 36,844 shares of Schwab US Large-Cap Growth ETF worth $1.25M as of Q2 2026.
Goldstein Advisors bought 9,055 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $300K.
Schwab US Large-Cap Growth ETF made up 0.11% of Goldstein Advisors's portfolio in Q2 2026, its #75 holding.
Goldstein Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.