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Hoey Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hoey Investments’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 		$714K Sell
21,088
-1,163
-5% -$38.5K 0.09% 54
2026
Q1 		$648K Sell
22,251
-106
-0.5% -$3.29K 0.09% 47
2025
Q4 		$729K Buy
22,357
+101
+0.5% +$3.29K 0.1% 42
2025
Q3 		$710K Buy
22,256
+368
+2% +$11.2K 0.09% 45
2025
Q2 		$639K Buy
21,888
+25
+0.1% +$661 0.09% 40
2025
Q1 		$547K Sell
21,863
-72
-0.3% -$1.97K 0.11% 40
2024
Q4 		$611K Sell
21,935
-745
-3% -$20.4K 0.1% 42
2024
Q3 		$572K Hold
22,680
– – 0.11% 51
2024
Q2 		$572K Buy
22,680
+9,300
+70% +$219K 0.11% 51
2024
Q1 		$310K Sell
13,380
-3,212
-19% -$71K 0.07% 70
2023
Q4 		$344K Sell
16,592
-1,412
-8% -$27.3K 0.1% 64
2023
Q3 		$327K Sell
18,004
-84
-0.5% -$1.58K 0.11% 69
2023
Q2 		$339K Buy
18,088
+4,032
+29% +$69.1K 0.11% 72
2023
Q1 		$229K Sell
14,056
-96
-0.7% -$1.46K 0.09% 83
2022
Q4 		$197K Sell
14,152
-128
-0.9% -$1.84K 0.08% 83
2022
Q3 		$199K Sell
14,280
-1,324
-8% -$20.7K 0.08% 91
2022
Q2 		$226K Buy
15,604
+592
+4% +$9.46K 0.1% 71
2022
Q1 		$281K Buy
15,012
+8,836
+143% +$161K 0.08% 58
2021
Q4 		$126K Buy
+6,176
New +$123K 0.03% 74

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoey Investments's SCHG Position: Q2 2026 in Review

Hoey Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q2 2026, selling an estimated $38.5K and leaving 21,088 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #54.

Hoey Investments first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $729K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Hoey Investments held 21,088 shares of Schwab US Large-Cap Growth ETF worth $714K as of Q2 2026.
  • Hoey Investments sold 1,163 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $38.5K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Hoey Investments's portfolio in Q2 2026, its #54 holding.
  • Hoey Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Hoey Investments's Schwab US Large-Cap Growth ETF position peaked at $729K in Q4 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.