Highland Capital Management (Tennessee)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Highland Capital Management (Tennessee)’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	$215K	Buy	+6,350	New	+$210K	0.01%	400
2026 Q1	–	Sell	-6,700	Closed	-$219K	–	455
2025 Q4	$219K	Sell	6,700 -276	-4%	-$8.98K	0.01%	382
2025 Q3	$223K	Hold	6,976	–	–	0.01%	392
2025 Q2	$204K	Buy	+6,976	New	+$184K	0.01%	394
2025 Q1	–	Sell	-7,300	Closed	-$203K	–	423
2024 Q4	$203K	Sell	7,300 -392	-5%	-$10.7K	0.01%	363
2024 Q3	$200K	Buy	+7,692	New	+$194K	0.01%	365
2015 Q4	–	Sell	-21,280	Closed	-$133K	–	502
2015 Q3	$133K	Hold	21,280	–	–	0.01%	315
2015 Q2	$143K	Buy	+21,280	New	+$145K	0.01%	320

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SCHG Position: Q2 2026 in Review

Highland Capital Management (Tennessee) opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,350 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Highland Capital Management (Tennessee) previously reported a position in SCHG as recently as Q4 2025.

Highland Capital Management (Tennessee) first reported a position in SCHG in Q2 2015 and has held it in 8 quarters since. The position peaked at $223K in Q3 2025. 1,038 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Highland Capital Management (Tennessee) held 6,350 shares of Schwab US Large-Cap Growth ETF worth $215K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Highland Capital Management (Tennessee) position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #400 holding.
Highland Capital Management (Tennessee) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2015 and has held it in 8 quarters since.
Highland Capital Management (Tennessee)'s Schwab US Large-Cap Growth ETF position peaked at $223K in Q3 2025.
1,038 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.