Halbert Hargrove Global Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Halbert Hargrove Global 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	$146K	Sell	4,322 -143	-3%	-$4.74K	0.01%	126
2026 Q1	$130K	Sell	4,465 -95	-2%	-$2.95K	0.01%	122
2025 Q4	$149K	Hold	4,560	–	–	0.01%	113
2025 Q3	$146K	Sell	4,560 -320	-7%	-$9.75K	0.01%	120
2025 Q2	$143K	Hold	4,880	–	–	0.01%	96
2025 Q1	$122K	Hold	4,880	–	–	0.01%	105
2024 Q4	$136K	Sell	4,880 -3,040	-38%	-$83.1K	0.01%	100
2024 Q3	$206K	Buy	+7,920	New	+$199K	0.01%	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

Halbert Hargrove Global Advisors's SCHG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.2% in Q2 2026, selling an estimated $4.74K and leaving 4,322 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #126.

Halbert Hargrove Global Advisors first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $206K in Q3 2024. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Halbert Hargrove Global Advisors held 4,322 shares of Schwab US Large-Cap Growth ETF worth $146K as of Q2 2026.
Halbert Hargrove Global Advisors sold 143 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.74K.
Schwab US Large-Cap Growth ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #126 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's Schwab US Large-Cap Growth ETF position peaked at $206K in Q3 2024.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.