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

Guerra Pan 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	$4.16M	Sell	122,979 -6,056	-5%	-$201K	2.32%	14
2026 Q1	$3.76M	Sell	129,035 -3,267	-2%	-$102K	2.33%	13
2025 Q4	$4.32M	Sell	132,302 -2,759	-2%	-$89.7K	2.56%	13
2025 Q3	$4.31M	Buy	135,061 +3	+0%	+$91	2.61%	12
2025 Q2	$3.95M	Buy	135,058 +9,263	+7%	+$245K	2.6%	11
2025 Q1	$3.15M	Buy	125,795 +2,110	+2%	+$57.8K	2.47%	13
2024 Q4	$3.45M	Buy	123,685 +42,117	+52%	+$1.15M	2.5%	12
2024 Q3	$2.12M	Buy	81,568 +6,700	+9%	+$169K	1.7%	17
2024 Q2	$1.89M	Buy	74,868 +9,772	+15%	+$231K	1.58%	17
2024 Q1	$1.51M	Buy	65,096 +3,508	+6%	+$77.6K	1.4%	24
2023 Q4	$1.28M	Buy	61,588 +34,860	+130%	+$674K	1.22%	25
2023 Q3	$486K	Buy	26,728 +7,864	+42%	+$148K	0.56%	55
2023 Q2	$353K	Buy	+18,864	New	+$323K	0.39%	63

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

Guerra Pan Advisors's SCHG Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q2 2026, selling an estimated $201K and leaving 122,979 shares worth $4.16M. The position accounts for 2.32% of the portfolio, ranked #14.

Guerra Pan Advisors first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.32M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Guerra Pan Advisors held 122,979 shares of Schwab US Large-Cap Growth ETF worth $4.16M as of Q2 2026.
Guerra Pan Advisors sold 6,056 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $201K.
Schwab US Large-Cap Growth ETF made up 2.32% of Guerra Pan Advisors's portfolio in Q2 2026, its #14 holding.
Guerra Pan Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Guerra Pan Advisors's Schwab US Large-Cap Growth ETF position peaked at $4.32M in Q4 2025.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.