Gradient Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gradient Investments’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	$377K	Hold	11,131	–	–	0.01%	384
2026 Q1	$324K	Hold	11,131	–	–	0.01%	369
2025 Q4	$363K	Hold	11,131	–	–	0.01%	299
2025 Q3	$355K	Sell	11,131 -1,789	-14%	-$54.5K	0.01%	321
2025 Q2	$377K	Buy	12,920 +4,676	+57%	+$124K	0.01%	306
2025 Q1	$206K	Hold	8,244	–	–	﹤0.01%	312
2024 Q4	$230K	Sell	8,244 -384	-4%	-$10.5K	﹤0.01%	281
2024 Q3	$225K	Sell	8,628 -48	-0.6%	-$1.21K	﹤0.01%	279
2024 Q2	$219K	Sell	8,676 -1,820	-17%	-$42.9K	﹤0.01%	312
2024 Q1	$243K	Buy	10,496 +2,108	+25%	+$46.6K	0.01%	278
2023 Q4	$174K	Sell	8,388 -1,360	-14%	-$26.3K	﹤0.01%	354
2023 Q3	$177K	Buy	9,748 +3,844	+65%	+$72.4K	﹤0.01%	330
2023 Q2	$111K	Hold	5,904	–	–	﹤0.01%	390
2023 Q1	$96.2K	Hold	5,904	–	–	﹤0.01%	382
2022 Q4	$82K	Hold	5,904	–	–	﹤0.01%	418
2022 Q3	$82K	Hold	5,904	–	–	﹤0.01%	404
2022 Q2	$86K	Hold	5,904	–	–	﹤0.01%	402
2022 Q1	$110K	Hold	5,904	–	–	﹤0.01%	360
2021 Q4	$121K	Hold	5,904	–	–	﹤0.01%	340
2021 Q3	$109K	Hold	5,904	–	–	﹤0.01%	354
2021 Q2	$108K	Hold	5,904	–	–	﹤0.01%	354
2021 Q1	$96K	Hold	5,904	–	–	﹤0.01%	369
2020 Q4	$85K	Hold	5,904	–	–	﹤0.01%	335
2020 Q3	$85K	Hold	5,904	–	–	﹤0.01%	336
2020 Q2	$75K	Hold	5,904	–	–	﹤0.01%	333
2020 Q1	$59K	Buy	5,904 +5,608	+1,895%	+$64K	﹤0.01%	330
2019 Q4	$3K	Hold	296	–	–	﹤0.01%	904
2019 Q3	$3K	Hold	296	–	–	﹤0.01%	885
2019 Q2	$3K	Sell	296 -328	-53%	-$3.33K	﹤0.01%	842
2019 Q1	$6K	Sell	624 -2,136	-77%	-$20.2K	﹤0.01%	625
2018 Q4	$24K	Buy	+2,760	New	+$25.7K	﹤0.01%	433
2016 Q2	–	Sell	-64	Closed	–	–	778
2016 Q1	$0	Hold	64	–	–	﹤0.01%	782
2015 Q4	$0	Hold	64	–	–	﹤0.01%	736
2015 Q3	$0	Hold	64	–	–	﹤0.01%	672
2015 Q2	$0	Hold	64	–	–	﹤0.01%	709
2015 Q1	$0	Buy	+64	New	+$424	﹤0.01%	694
2014 Q4	–	Sell	-64	Closed	–	–	594
2014 Q3	$0	Hold	64	–	–	﹤0.01%	529
2014 Q2	$0	Buy	+64	New	+$374	﹤0.01%	557

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Gradient Investments's SCHG Position: Q2 2026 in Review

Gradient Investments held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 11,131 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #384.

Gradient Investments first reported a position in SCHG in Q2 2014 and has held it in 38 quarters since. The position peaked at $377K in Q2 2025. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Gradient Investments held 11,131 shares of Schwab US Large-Cap Growth ETF worth $377K as of Q2 2026.
Gradient Investments 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 Gradient Investments's portfolio in Q2 2026, its #384 holding.
Gradient Investments first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 38 quarters since.
Gradient Investments's Schwab US Large-Cap Growth ETF position peaked at $377K in Q2 2025.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.