High Note Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

High Note Wealth’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	$12K	Buy	355 +354	+35,400%	+$11.7K	﹤0.01%	367
2026 Q1	$26	Hold	1	–	–	﹤0.01%	931
2025 Q4	$30	Hold	1	–	–	﹤0.01%	907
2025 Q3	$29	Sell	1 -2	-67%	-$61	﹤0.01%	864
2025 Q2	$85	Hold	3	–	–	﹤0.01%	866
2025 Q1	$73	Hold	3	–	–	﹤0.01%	869
2024 Q4	$81	Buy	+3	New	+$82	﹤0.01%	884

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

High Note Wealth's SCHG Position: Q2 2026 in Review

High Note Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 35,400% in Q2 2026, buying an estimated $11.7K and bringing the position to 355 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

High Note Wealth first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

High Note Wealth held 355 shares of Schwab US Large-Cap Growth ETF worth $12K as of Q2 2026.
High Note Wealth bought 354 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.7K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #367 holding.
High Note Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.