Granite Bay Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Granite Bay Wealth 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	$813K	Buy	24,015 +8,993	+60%	+$298K	0.07%	89
2026 Q1	$438K	Buy	15,022 +11	+0.1%	+$342	0.09%	58
2025 Q4	$490K	Sell	15,011 -226	-1%	-$7.35K	0.12%	53
2025 Q3	$486K	Sell	15,237 -1,863	-11%	-$56.8K	0.13%	50
2025 Q2	$499K	Sell	17,100 -3,354	-16%	-$88.7K	0.16%	41
2025 Q1	$512K	Sell	20,454 -3,298	-14%	-$90.3K	0.18%	42
2024 Q4	$662K	Buy	+23,752	New	+$650K	0.25%	39
2024 Q3	–	Sell	-25,932	Closed	-$654K	–	68
2024 Q2	$654K	Sell	25,932 -3,480	-12%	-$82.1K	0.35%	36
2024 Q1	$682K	Buy	+29,412	New	+$651K	0.39%	40
2023 Q2	–	Sell	-38,656	Closed	-$630K	–	70
2023 Q1	$630K	Buy	38,656 +304	+0.8%	+$4.61K	0.44%	37
2022 Q4	$533K	Buy	38,352 +192	+0.5%	+$2.76K	0.35%	35
2022 Q3	$532K	Sell	38,160 -3,108	-8%	-$48.7K	0.43%	31
2022 Q2	$598K	Buy	41,268 +188	+0.5%	+$3K	0.46%	30
2022 Q1	$768K	Buy	41,080 +1,792	+5%	+$32.7K	0.62%	28
2021 Q4	$804K	Buy	+39,288	New	+$785K	0.79%	26

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Granite Bay Wealth Management's SCHG Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 60% in Q2 2026, buying an estimated $298K and bringing the position to 24,015 shares worth $813K. The position accounts for 0.07% of the portfolio, ranked #89.

Granite Bay Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 15 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Granite Bay Wealth Management held 24,015 shares of Schwab US Large-Cap Growth ETF worth $813K as of Q2 2026.
Granite Bay Wealth Management bought 8,993 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $298K.
Schwab US Large-Cap Growth ETF made up 0.07% of Granite Bay Wealth Management's portfolio in Q2 2026, its #89 holding.
Granite Bay Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 15 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.