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

Guardian Asset 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	$2.81M	Buy	82,953 +44,702	+117%	+$1.48M	1.29%	21
2026 Q1	$1.11M	Sell	38,251 -11,215	-23%	-$349K	0.65%	37
2025 Q4	$1.61M	Buy	49,466 +8,968	+22%	+$292K	0.84%	28
2025 Q3	$1.29M	Sell	40,498 -2,630	-6%	-$80.2K	0.7%	34
2025 Q2	$1.26M	Sell	43,128 -670	-2%	-$17.7K	0.72%	37
2025 Q1	$1.09M	Sell	43,798 -5,890	-12%	-$161K	0.71%	33
2024 Q4	$1.38M	Sell	49,688 -7,196	-13%	-$197K	0.89%	27
2024 Q3	$1.48M	Sell	56,884 -29,452	-34%	-$741K	1%	24
2024 Q2	$2.18M	Sell	86,336 -10,128	-10%	-$239K	1.6%	16
2024 Q1	$2.24M	Sell	96,464 -29,240	-23%	-$647K	1.86%	14
2023 Q4	$2.61M	Buy	+125,704	New	+$2.43M	2.45%	10

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

Guardian Asset Advisors's SCHG Position: Q2 2026 in Review

Guardian Asset Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 117% in Q2 2026, buying an estimated $1.48M and bringing the position to 82,953 shares worth $2.81M. The position accounts for 1.29% of the portfolio, ranked #21.

Guardian Asset Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Guardian Asset Advisors held 82,953 shares of Schwab US Large-Cap Growth ETF worth $2.81M as of Q2 2026.
Guardian Asset Advisors bought 44,702 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.48M.
Schwab US Large-Cap Growth ETF made up 1.29% of Guardian Asset Advisors's portfolio in Q2 2026, its #21 holding.
Guardian Asset Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.